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 Service code 15 · EIN 01-0233346 | Recordkeeping | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,268 | $26,805-16.9% | $59,496-62.6% | $52,331-57.4% |
| Participation rate | 22.2% | 39.3%-17.2pp | 54.6%-32.4pp | 68.1%-45.9pp |
| Annual return | -2.46% | 2.61%-5.1pp | 182.05%-184.5pp | 4.54%-7.0pp |
| Employer contribution / active EE | $323 | $450-28.3% | $1,153-72.0% | $1,882-82.8% |
| Participant deferral / active EE | $456 | $916-50.2% | $1,829-75.1% | $3,022-84.9% |
| Admin fee / account holder | $121 | $305-60.4% | $2,232-94.6% | $592-79.6% |