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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $69,995 | $73,102-4.2% | $123,544-43.3% | $56,287+24.4% |
| Participation rate | 58.0% | 74.3%-16.3pp | 82.3%-24.3pp | 69.9%-11.8pp |
| Annual return | -5.89% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,037 | $2,977-31.6% | $4,628-56.0% | $2,111-3.5% |
| Participant deferral / active EE | $5,652 | $5,423+4.2% | $6,426-12.0% | $3,350+68.7% |
| Admin fee / account holder | $189 | $554-65.9% | $9,284-98.0% | $521-63.8% |