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 | Recordkeeping | $4,029 |
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 | $45,783 | $65,435-30.0% | $86,677-47.2% | $66,914-31.6% |
| Participation rate | 79.2% | 75.5%+3.8pp | 76.6%+2.6pp | 69.8%+9.4pp |
| Annual return | -14.07% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,014 | $2,153-52.9% | $2,836-64.3% | $2,544-60.2% |
| Participant deferral / active EE | $2,493 | $4,100-39.2% | $4,656-46.5% | $4,237-41.2% |
| Admin fee / account holder | $55 | $642-91.4% | $7,493-99.3% | $593-90.7% |