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 4-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 | $1,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,890 | $84,487-62.3% | $125,339-74.6% | $66,914-52.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -4.40% | -8.39%+4.0pp | 572.05%-576.4pp | 1.58%-6.0pp |
| Employer contribution / active EE | $3,594 | $3,553+1.1% | $4,814-25.3% | $2,544+41.2% |
| Participant deferral / active EE | $6,677 | $6,781-1.5% | $7,446-10.3% | $4,237+57.6% |
| Admin fee / account holder | $350 | $685-48.9% | $10,010-96.5% | $593-40.9% |