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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $57,883 |
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 | $36,461 | $65,376-44.2% | $87,100-58.1% | $65,185-44.1% |
| Participation rate | 97.3% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 22.76% | 31.27%-8.5pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,826 | $1,822+0.2% | $2,521-27.6% | $2,177-16.1% |
| Participant deferral / active EE | $3,568 | $3,388+5.3% | $4,049-11.9% | $3,514+1.6% |
| Admin fee / account holder | $241 | $520-53.6% | $7,497-96.8% | $847-71.5% |