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 7-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 | $888 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,037 | $46,292-17.8% | $143,757-73.5% | $64,808-41.3% |
| Participation rate | 37.9% | 64.2%-26.3pp | 80.3%-42.4pp | 71.5%-33.6pp |
| Annual return | -8.63% | -10.05%+1.4pp | -0.04%-8.6pp | 32.82%-41.4pp |
| Employer contribution / active EE | $1,608 | $1,910-15.8% | $4,951-67.5% | $2,506-35.8% |
| Participant deferral / active EE | $3,408 | $2,646+28.8% | $5,637-39.5% | $4,310-20.9% |
| Admin fee / account holder | $288 | $154+87.1% | $14,673-98.0% | $188+53.2% |