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 Service code 15 · EIN 01-0233346 | Recordkeeping | $212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,581 | $56,972+213.5% | $182,532-2.2% | $65,185+174.0% |
| Participation rate | 78.4% | 66.5%+11.8pp | 78.0%+0.4pp | 70.2%+8.2pp |
| Annual return | 22.17% | 27.67%-5.5pp | 148.54%-126.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,599 | $1,615-1.0% | $4,076-60.8% | $2,177-26.6% |
| Participant deferral / active EE | $9,068 | $3,526+157.2% | $5,524+64.2% | $3,514+158.1% |
| Admin fee / account holder | $342 | $528-35.2% | $8,592-96.0% | $847-59.6% |