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 | $66,632 |
Service code 13 · EIN 76-0188119 | Contract Administrator | $37,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,464 | $30,147+37.5% | $58,482-29.1% | $80,160-48.3% |
| Participation rate | 19.8% | 34.4%-14.6pp | 50.9%-31.1pp | 72.9%-53.1pp |
| Annual return | 18.44% | 21.97%-3.5pp | 4239.32%-4220.9pp | 40.38%-21.9pp |
| Employer contribution / active EE | $147 | $528-72.2% | $1,053-86.1% | $2,978-95.1% |
| Participant deferral / active EE | $891 | $1,249-28.7% | $1,924-53.7% | $5,017-82.2% |
| Admin fee / account holder | $161 | $195-17.5% | $2,516-93.6% | $145+10.8% |