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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,170 |
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 | $86,374 | $86,929-0.6% | $102,423-15.7% | $80,856+6.8% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 11.34% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $924 | $2,369-61.0% | $3,023-69.4% | $2,755-66.5% |
| Participant deferral / active EE | $3,335 | $4,118-19.0% | $5,053-34.0% | $4,296-22.4% |
| Admin fee / account holder | $274 | $8,049-96.6% | $9,451-97.1% | $6,918-96.0% |