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 |
|---|---|---|
INVESTMENT ADVISORY2 years Service code 26 | Advisory (Participants) | $21,532 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,072 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $517,369 | $70,908+629.6% | $98,907+423.1% | $73,488+604.0% |
| Participation rate | 5.0% | 73.8%-68.7pp | 76.0%-71.0pp | 70.7%-65.6pp |
| Annual return | 14.66% | 34.17%-19.5pp | 196.43%-181.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,827 | $2,036-10.3% | $2,689-32.1% | $2,270-19.5% |
| Participant deferral / active EE | $3,217 | $3,500-8.1% | $4,244-24.2% | $3,740-14.0% |
| Admin fee / account holder | $2,372 | $535+343.3% | $6,642-64.3% | $513+362.2% |