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 | $500 |
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 | $24,438 | $36,767-33.5% | $81,478-70.0% | $62,292-60.8% |
| Participation rate | 95.1% | 54.4%+40.7pp | 68.0%+27.2pp | 69.5%+25.6pp |
| Annual return | 16.21% | 173.80%-157.6pp | 38.78%-22.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $803 | $1,128-28.8% | $2,568-68.7% | $2,042-60.7% |
| Participant deferral / active EE | $2,197 | $2,111+4.1% | $3,537-37.9% | $3,169-30.7% |
| Admin fee / account holder | $241 | $797-69.8% | $4,561-94.7% | $479-49.8% |