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 Service code 15 · EIN 01-0233346 | Recordkeeping | $15,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,566 | $101,724+79.5% | $164,813+10.8% | $80,856+125.8% |
| Participation rate | 88.5% | 71.8%+16.7pp | 78.6%+9.9pp | 67.6%+20.9pp |
| Annual return | 13.31% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,630 | $2,953-44.8% | $4,341-62.5% | $2,755-40.8% |
| Participant deferral / active EE | $6,146 | $4,477+37.3% | $6,031+1.9% | $4,296+43.1% |
| Admin fee / account holder | $102 | $8,227-98.8% | $12,690-99.2% | $6,918-98.5% |