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 INSURANCE CO. (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $30,607 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,847 | $65,061+165.7% | $143,757+20.2% | $66,914+158.3% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -16.90% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $21,170 | $2,361+796.8% | $4,951+327.6% | $2,544+732.1% |
| Participant deferral / active EE | $12,464 | $2,919+327.0% | $5,637+121.1% | $4,237+194.2% |
| Admin fee / account holder | $299 | $502-40.5% | $14,673-98.0% | $593-49.6% |