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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
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 | $64,876 | $43,504+49.1% | $68,793-5.7% | $56,287+15.3% |
| Participation rate | 82.9% | 67.8%+15.0pp | 72.2%+10.6pp | 69.9%+13.0pp |
| Annual return | -5.80% | -3.15%-2.7pp | -4.63%-1.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,322 | $1,525-13.3% | $2,625-49.6% | $2,111-37.4% |
| Participant deferral / active EE | $5,148 | $2,509+105.2% | $3,311+55.5% | $3,350+53.7% |
| Admin fee / account holder | $28 | $515-94.5% | $5,131-99.5% | $521-94.6% |