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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.
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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 CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,304 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,686 | $55,415-69.9% | $155,509-89.3% | $74,495-77.6% |
| Participation rate | 67.2% | 61.9%+5.3pp | 78.2%-11.0pp | 67.2%0pp |
| Annual return | 9.04% | 268.50%-259.5pp | 64.67%-55.6pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $860 | $2,267-62.1% | $4,672-81.6% | $2,623-67.2% |
| Participant deferral / active EE | $1,284 | $2,836-54.7% | $5,626-77.2% | $4,346-70.5% |
| Admin fee / account holder | $318 | $1,738-81.7% | $15,912-98.0% | $1,942-83.6% |