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 U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,933 |
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 | $36,918 | $49,915-26.0% | $154,803-76.2% | $74,304-50.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 19.78% | 34.06%-14.3pp | 58.88%-39.1pp | 29.43%-9.7pp |
| Employer contribution / active EE | $5,515 | $1,611+242.3% | $4,305+28.1% | $2,241+146.1% |
| Participant deferral / active EE | $3,418 | $2,255+51.6% | $5,540-38.3% | $3,767-9.3% |
| Admin fee / account holder | $25 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |