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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,641 | $93,182-55.3% | $146,665-71.6% | $79,386-47.5% |
| Participation rate | 59.9% | 76.4%-16.6pp | 80.1%-20.2pp | 70.7%-10.8pp |
| Annual return | 15.66% | 21.61%-5.9pp | 22.74%-7.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,230 | $2,420-49.2% | $4,136-70.3% | $2,427-49.3% |
| Participant deferral / active EE | $3,971 | $4,169-4.8% | $5,506-27.9% | $4,046-1.9% |
| Admin fee / account holder | $25 | $585-95.7% | $10,280-99.8% | $626-95.9% |