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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,855 | $46,292-72.2% | $143,757-91.1% | $64,808-80.2% |
| Participation rate | 79.7% | 64.2%+15.4pp | 80.3%-0.7pp | 71.5%+8.2pp |
| Annual return | -14.73% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $412 | $1,910-78.4% | $4,951-91.7% | $2,506-83.5% |
| Participant deferral / active EE | $1,178 | $2,646-55.5% | $5,637-79.1% | $4,310-72.7% |
| Admin fee / account holder | $37 | $154-75.6% | $14,673-99.7% | $188-80.0% |