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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,093 | $46,732-72.0% | $156,549-91.6% | $55,167-76.3% |
| Participation rate | 60.1% | 65.8%-5.7pp | 84.0%-23.9pp | 69.0%-8.9pp |
| Annual return | 8.04% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $554 | $2,105-73.7% | $5,501-89.9% | $1,963-71.8% |
| Participant deferral / active EE | $768 | $2,204-65.2% | $4,871-84.2% | $3,054-74.9% |
| Admin fee / account holder | $25 | $418-94.1% | $13,027-99.8% | $504-95.1% |