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.
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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 INSURANCE CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $51,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,847 | $81,248+208.7% | $155,509+61.3% | $80,856+210.2% |
| Participation rate | 92.5% | 66.2%+26.3pp | 78.2%+14.3pp | 67.6%+24.9pp |
| Annual return | 16.51% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $30,958 | $3,100+898.5% | $4,672+562.6% | $2,755+1023.8% |
| Participant deferral / active EE | $16,322 | $3,452+372.9% | $5,626+190.1% | $4,296+279.9% |
| Admin fee / account holder | $332 | $7,997-95.8% | $15,912-97.9% | $6,918-95.2% |