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 LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $738 |
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,886 | $60,124-76.9% | $90,404-84.6% | $79,858-82.6% |
| Participation rate | 93.9% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.2pp |
| Annual return | 17.38% | 71.94%-54.6pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,350 | $2,068+110.4% | $3,262+33.4% | $2,471+76.1% |
| Participant deferral / active EE | $543 | $2,938-81.5% | $3,963-86.3% | $3,740-85.5% |
| Admin fee / account holder | $13 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |