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 | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,625 | $102,317-32.9% | $146,958-53.3% | $80,856-15.1% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.2%-18.6pp | 67.6%-4.1pp |
| Annual return | 33.05% | 134.76%-101.7pp | 418.34%-385.3pp | 35.59%-2.5pp |
| Employer contribution / active EE | $2,473 | $3,713-33.4% | $4,933-49.9% | $2,755-10.2% |
| Participant deferral / active EE | $7,718 | $6,644+16.2% | $8,070-4.4% | $4,296+79.7% |
| Admin fee / account holder | $224 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |