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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.
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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 | Recordkeeping | $2,013 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,777 | $64,909-27.9% | $82,313-43.2% | $62,292-24.9% |
| Participation rate | 78.8% | 74.9%+3.9pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 10.87% | 21.18%-10.3pp | 25.88%-15.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $1,120 | $1,676-33.2% | $2,428-53.9% | $2,042-45.2% |
| Participant deferral / active EE | $2,861 | $3,103-7.8% | $3,706-22.8% | $3,169-9.7% |
| Admin fee / account holder | $54 | $440-87.8% | $5,608-99.0% | $479-88.8% |