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 Service code 15 · EIN 01-0233346 | Recordkeeping | $33,815 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,469 | $44,960-43.4% | $84,966-70.0% | $74,495-65.8% |
| Participation rate | 39.3% | 49.4%-10.0pp | 67.5%-28.2pp | 67.2%-27.9pp |
| Annual return | 12.68% | 26.24%-13.6pp | 66.38%-53.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,700 | $1,457+16.6% | $2,727-37.7% | $2,623-35.2% |
| Participant deferral / active EE | $2,679 | $2,731-1.9% | $4,519-40.7% | $4,346-38.4% |
| Admin fee / account holder | $170 | $2,209-92.3% | $6,149-97.2% | $1,942-91.2% |