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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 Service code 37 · EIN 01-0233346 | Loan Processing | $35,689 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,078 | $50,956-56.7% | $96,562-77.1% | $86,799-74.6% |
| Participation rate | 85.8% | 65.2%+20.6pp | 69.8%+16.0pp | 72.3%+13.6pp |
| Annual return | 13.98% | 21.27%-7.3pp | 37.78%-23.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $64 | $1,111-94.2% | $2,356-97.3% | $2,405-97.3% |
| Participant deferral / active EE | $2,612 | $2,954-11.6% | $3,849-32.1% | $4,131-36.8% |
| Admin fee / account holder | $81 | $166-51.0% | $6,181-98.7% | $170-52.1% |