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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $244 |
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 | $36,631 | $41,377-11.5% | $109,313-66.5% | $62,891-41.8% |
| Participation rate | 98.7% | 57.5%+41.1pp | 71.3%+27.4pp | 69.3%+29.4pp |
| Annual return | 8.54% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,667 | $1,276+30.6% | $3,892-57.2% | $2,281-26.9% |
| Participant deferral / active EE | $3,595 | $2,045+75.8% | $3,166+13.5% | $3,203+12.2% |
| Admin fee / account holder | $2 | $2,884-99.9% | $5,666-100.0% | $4,296-99.9% |