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 INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,258 | $63,764+143.5% | $81,930+89.5% | $79,858+94.4% |
| Participation rate | 62.8% | 67.5%-4.7pp | 72.0%-9.2pp | 69.6%-6.9pp |
| Annual return | 18.78% | 22.66%-3.9pp | 29.49%-10.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $672 | $1,795-62.6% | $4,310-84.4% | $2,471-72.8% |
| Participant deferral / active EE | $4,627 | $2,780+66.4% | $7,107-34.9% | $3,740+23.7% |
| Admin fee / account holder | $723 | $4,426-83.7% | $5,158-86.0% | $5,306-86.4% |