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 9-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 | $869 |
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 | $20,431 | $52,953-61.4% | $172,739-88.2% | $65,185-68.7% |
| Participation rate | 96.2% | 66.2%+30.0pp | 82.6%+13.5pp | 70.2%+26.0pp |
| Annual return | 32.31% | 30.12%+2.2pp | 802.84%-770.5pp | 29.38%+2.9pp |
| Employer contribution / active EE | $4,680 | $2,190+113.7% | $5,143-9.0% | $2,177+115.0% |
| Participant deferral / active EE | $4,858 | $2,471+96.6% | $5,198-6.5% | $3,514+38.3% |
| Admin fee / account holder | $98 | $472-79.2% | $13,954-99.3% | $847-88.4% |