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 |
|---|---|---|
Service code 15 · EIN 76-0188119 | Recordkeeping | $2,700 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $490 |
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 | $41,546 | $48,576-14.5% | $169,463-75.5% | $56,287-26.2% |
| Participation rate | 84.0% | 65.8%+18.2pp | 77.8%+6.2pp | 69.9%+14.2pp |
| Annual return | -6.87% | -2.51%-4.4pp | 1.83%-8.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,951 | $1,559+25.1% | $4,159-53.1% | $2,111-7.6% |
| Participant deferral / active EE | $5,523 | $3,275+68.6% | $5,277+4.7% | $3,350+64.9% |
| Admin fee / account holder | $165 | $435-62.1% | $9,109-98.2% | $521-68.3% |