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 Service code 15 · EIN 01-0233344 PO BOX 600 · BUFFALO, NY 13201 | Recordkeeping | $31,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,882 | $136,307-23.8% | $177,821-41.6% | $73,488+41.4% |
| Participation rate | 60.8% | 86.1%-25.3pp | 87.7%-26.9pp | 70.7%-9.9pp |
| Annual return | 20.73% | 18.68%+2.1pp | 48.32%-27.6pp | 28.51%-7.8pp |
| Employer contribution / active EE | $2,052 | $3,712-44.7% | $5,918-65.3% | $2,270-9.6% |
| Participant deferral / active EE | $9,013 | $5,829+54.6% | $7,714+16.8% | $3,740+141.0% |
| Admin fee / account holder | $298 | $596-50.0% | $12,427-97.6% | $513-42.0% |