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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.
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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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,683 | $122,239+85.4% | $184,203+23.1% | $74,495+204.3% |
| Participation rate | 70.0% | 85.5%-15.5pp | 86.8%-16.8pp | 67.2%+2.8pp |
| Annual return | 14.07% | 19.95%-5.9pp | 28.81%-14.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,842 | $7,139+23.9% | $9,131-3.2% | $4,346+103.5% |
| Admin fee / account holder | $709 | $1,260-43.7% | $13,901-94.9% | $1,942-63.5% |