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 | $52,076 | $46,297+12.5% | $71,671-27.3% | $62,292-16.4% |
| Participation rate | 43.8% | 60.6%-16.9pp | 68.7%-25.0pp | 69.5%-25.8pp |
| Annual return | 16.70% | 22.32%-5.6pp | 20.65%-4.0pp | 28.90%-12.2pp |
| Employer contribution / active EE | $589 | $1,412-58.3% | $2,460-76.1% | $2,042-71.2% |
| Participant deferral / active EE | $1,453 | $2,235-35.0% | $3,438-57.7% | $3,169-54.2% |
| Admin fee / account holder | $175 | $461-61.9% | $5,558-96.8% | $479-63.4% |