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 | $322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,846 | $34,492+6.8% | $80,004-53.9% | $55,191-33.2% |
| Participation rate | 69.8% | 62.9%+7.0pp | 73.0%-3.2pp | 69.2%+0.7pp |
| Annual return | 25.18% | 3.50%+21.7pp | 7.63%+17.5pp | 10.78%+14.4pp |
| Employer contribution / active EE | $835 | $1,043-20.0% | $2,473-66.2% | $1,899-56.0% |
| Participant deferral / active EE | $2,009 | $2,104-4.5% | $3,204-37.3% | $3,046-34.1% |
| Admin fee / account holder | $5 | $69-92.1% | $5,033-99.9% | $91-94.0% |