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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $33,871 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $894 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,600 | $71,192-9.3% | $117,854-45.2% | $62,292+3.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.78% | 18.66%-6.9pp | 335.08%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $4,215 | $1,934+118.0% | $3,786+11.3% | $2,042+106.4% |
| Participant deferral / active EE | $3,372 | $3,189+5.8% | $4,482-24.8% | $3,169+6.4% |
| Admin fee / account holder | $10 | $587-98.3% | $8,020-99.9% | $479-98.0% |