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 | $49,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,060 | $65,435-37.3% | $86,677-52.6% | $66,914-38.6% |
| Participation rate | 80.0% | 75.5%+4.5pp | 76.6%+3.4pp | 69.8%+10.2pp |
| Annual return | -13.00% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,833 | $2,153-14.9% | $2,836-35.4% | $2,544-28.0% |
| Participant deferral / active EE | $3,851 | $4,100-6.1% | $4,656-17.3% | $4,237-9.1% |
| Admin fee / account holder | $198 | $642-69.1% | $7,493-97.4% | $593-66.6% |