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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,457 | $50,815+48.5% | $155,509-51.5% | $77,643-2.8% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 14.91% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,371 | $1,993+69.2% | $4,672-27.9% | $2,726+23.7% |
| Participant deferral / active EE | $4,231 | $2,822+49.9% | $5,626-24.8% | $4,647-9.0% |
| Admin fee / account holder | $115 | $437-73.6% | $15,912-99.3% | $430-73.2% |