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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.
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 | Recordkeeping | $3,856 |
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 | $44,852 | $65,376-31.4% | $87,100-48.5% | $65,185-31.2% |
| Participation rate | 85.4% | 75.3%+10.1pp | 76.9%+8.6pp | 70.2%+15.2pp |
| Annual return | 14.83% | 31.27%-16.4pp | 28.19%-13.4pp | 29.38%-14.6pp |
| Employer contribution / active EE | $1,063 | $1,822-41.7% | $2,521-57.8% | $2,177-51.2% |
| Participant deferral / active EE | $2,809 | $3,388-17.1% | $4,049-30.6% | $3,514-20.1% |
| Admin fee / account holder | $49 | $520-90.5% | $7,497-99.3% | $847-94.2% |