See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. 600 · BUFFALO, FL 14201 | Recordkeeping | $3,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,213 | $101,317-49.5% | $146,958-65.2% | $74,495-31.3% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 17.49% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $613 | $3,810-83.9% | $4,933-87.6% | $2,623-76.6% |
| Participant deferral / active EE | $3,224 | $7,303-55.9% | $8,070-60.1% | $4,346-25.8% |
| Admin fee / account holder | $293 | $1,739-83.1% | $12,998-97.7% | $1,942-84.9% |