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 LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,784 | $101,317+153.4% | $146,958+74.7% | $74,495+244.7% |
| Participation rate | 77.4% | 75.5%+1.8pp | 82.2%-4.8pp | 67.2%+10.2pp |
| Annual return | 14.91% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,856 | $7,303+7.6% | $8,070-2.7% | $4,346+80.8% |
| Admin fee / account holder | $1,315 | $1,739-24.4% | $12,998-89.9% | $1,942-32.3% |