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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,167 | $99,016-53.4% | $93,789-50.8% | $66,914-31.0% |
| Participation rate | 77.6% | 82.1%-4.5pp | 81.0%-3.4pp | 69.8%+7.8pp |
| Annual return | -12.20% | -14.59%+2.4pp | -11.33%-0.9pp | 1.58%-13.8pp |
| Employer contribution / active EE | $6,818 | $4,769+43.0% | $4,323+57.7% | $2,544+168.0% |
| Participant deferral / active EE | $11,089 | $6,689+65.8% | $6,094+82.0% | $4,237+161.7% |
| Admin fee / account holder | $315 | $477-33.9% | $7,195-95.6% | $593-46.8% |