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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.
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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 COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $842 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,571 | $95,803+7.1% | $113,168-9.4% | $84,808+20.9% |
| Participation rate | 85.4% | 72.9%+12.5pp | 76.6%+8.8pp | 68.3%+17.1pp |
| Annual return | 15.08% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $909 | $2,360-61.5% | $2,975-69.5% | $2,631-65.5% |
| Participant deferral / active EE | $3,169 | $4,242-25.3% | $5,107-38.0% | $4,212-24.8% |
| Admin fee / account holder | $301 | $8,989-96.7% | $12,068-97.5% | $7,344-95.9% |