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 Service code 15 · EIN 01-0233346 | Recordkeeping | $19,802 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,463 |
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 | $49,719 | $102,553-51.5% | $151,611-67.2% | $66,914-25.7% |
| Participation rate | 93.9% | 85.5%+8.4pp | 87.5%+6.4pp | 69.8%+24.1pp |
| Annual return | -10.95% | -10.82%-0.1pp | 3.33%-14.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $5,071 | $4,180+21.3% | $6,166-17.8% | $2,544+99.3% |
| Participant deferral / active EE | $7,941 | $6,641+19.6% | $8,363-5.1% | $4,237+87.4% |
| Admin fee / account holder | $154 | $630-75.5% | $11,616-98.7% | $593-74.0% |