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 INS CO NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,661 | $44,425-1.7% | $67,834-35.6% | $55,167-20.9% |
| Participation rate | 41.6% | 59.7%-18.1pp | 68.8%-27.2pp | 69.0%-27.4pp |
| Annual return | 5.85% | 17.80%-11.9pp | 138.47%-132.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $575 | $1,351-57.4% | $2,403-76.1% | $1,963-70.7% |
| Participant deferral / active EE | $1,380 | $2,166-36.3% | $3,160-56.3% | $3,054-54.8% |
| Admin fee / account holder | $2 | $530-99.6% | $4,622-100.0% | $504-99.6% |