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 ADVISORY6 years Service code 26 | Advisory (Participants) | $23,081 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,731 | $78,485+30.9% | $106,213-3.3% | $74,495+37.9% |
| Participation rate | 72.1% | 72.8%-0.8pp | 75.3%-3.2pp | 67.2%+4.9pp |
| Annual return | 13.38% | 15.95%-2.6pp | 116.14%-102.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,247 | $2,523-10.9% | $3,171-29.2% | $2,623-14.3% |
| Participant deferral / active EE | $3,938 | $4,322-8.9% | $5,016-21.5% | $4,346-9.4% |
| Admin fee / account holder | $427 | $2,232-80.9% | $11,033-96.1% | $1,942-78.0% |