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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $332 |
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 | $46,800 | $55,449-15.6% | $83,848-44.2% | $56,287-16.9% |
| Participation rate | 78.6% | 68.0%+10.6pp | 76.1%+2.5pp | 69.9%+8.8pp |
| Annual return | -5.94% | -1.38%-4.6pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,957 | $2,430+21.7% | $3,631-18.6% | $2,111+40.1% |
| Participant deferral / active EE | $2,630 | $2,935-10.4% | $4,082-35.6% | $3,350-21.5% |
| Admin fee / account holder | $276 | $656-58.0% | $5,478-95.0% | $521-47.1% |