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 | Recordkeeping | $2,184 |
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 | $44,873 | $92,985-51.7% | $153,485-70.8% | $80,856-44.5% |
| Participation rate | 80.8% | 69.0%+11.8pp | 77.1%+3.7pp | 67.6%+13.1pp |
| Annual return | 11.82% | 19.95%-8.1pp | 15.65%-3.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,021 | $5,178-3.0% | $6,757-25.7% | $4,296+16.9% |
| Admin fee / account holder | $234 | $8,880-97.4% | $12,724-98.2% | $6,918-96.6% |