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 | $963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,184 | $60,323+57.8% | $81,812+16.3% | $74,495+27.8% |
| Participation rate | 86.2% | 62.9%+23.3pp | 72.3%+13.9pp | 67.2%+19.0pp |
| Annual return | 16.28% | 16.90%-0.6pp | 773.79%-757.5pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,916 | $2,620+49.5% | $2,912+34.5% | $2,623+49.3% |
| Participant deferral / active EE | $2,884 | $3,387-14.9% | $4,319-33.2% | $4,346-33.6% |
| Admin fee / account holder | $435 | $1,486-70.7% | $7,386-94.1% | $1,942-77.6% |