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 | $197,683 |
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 | $132,683 | $100,801+31.6% | $149,696-11.4% | $73,409+80.7% |
| Participation rate | 76.0% | 77.7%-1.7pp | 82.5%-6.4pp | 72.2%+3.9pp |
| Annual return | 32.32% | 265.34%-233.0pp | 276.60%-244.3pp | 59.29%-27.0pp |
| Employer contribution / active EE | $2,749 | $3,312-17.0% | $4,644-40.8% | $2,234+23.1% |
| Participant deferral / active EE | $8,009 | $6,404+25.1% | $6,842+17.1% | $3,805+110.5% |
| Admin fee / account holder | $315 | $181+74.1% | $9,309-96.6% | $158+99.4% |