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 INSURANCE Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $196,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $108,439 | $88,122+23.1% | $141,162-23.2% | $67,579+60.5% |
| Participation rate | 69.6% | 76.5%-6.8pp | 82.5%-12.9pp | 71.3%-1.7pp |
| Annual return | 24.48% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,659 | $3,224-17.5% | $4,735-43.8% | $2,148+23.8% |
| Participant deferral / active EE | $7,475 | $5,958+25.5% | $6,709+11.4% | $3,539+111.2% |
| Admin fee / account holder | $341 | $131+160.6% | $10,261-96.7% | $142+139.8% |