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 | $867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,661 | $54,045-11.8% | $115,157-58.6% | $65,185-26.9% |
| Participation rate | 76.1% | 63.5%+12.6pp | 75.9%+0.2pp | 70.2%+5.9pp |
| Annual return | 18.42% | 26.55%-8.1pp | 35.60%-17.2pp | 29.38%-11.0pp |
| Employer contribution / active EE | $2,111 | $1,653+27.7% | $3,179-33.6% | $2,177-3.0% |
| Participant deferral / active EE | $3,333 | $2,504+33.1% | $4,168-20.0% | $3,514-5.1% |
| Admin fee / account holder | $554 | $626-11.5% | $7,088-92.2% | $847-34.6% |