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 | $1,548 |
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 | $14,823 | $55,453-73.3% | $170,442-91.3% | $62,292-76.2% |
| Participation rate | 71.1% | 66.4%+4.8pp | 83.6%-12.5pp | 69.5%+1.6pp |
| Annual return | 15.34% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $705 | $2,164-67.4% | $5,433-87.0% | $2,042-65.5% |
| Participant deferral / active EE | $939 | $2,303-59.2% | $4,939-81.0% | $3,169-70.4% |
| Admin fee / account holder | $39 | $455-91.5% | $13,880-99.7% | $479-91.9% |