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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,797 | $48,277-59.0% | $63,517-68.8% | $55,191-64.1% |
| Participation rate | 56.9% | 69.4%-12.5pp | 71.0%-14.2pp | 69.2%-12.3pp |
| Annual return | -1.07% | 2.37%-3.4pp | -70.30%+69.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $334 | $1,592-79.0% | $2,322-85.6% | $1,899-82.4% |
| Participant deferral / active EE | $2,125 | $2,432-12.6% | $2,953-28.1% | $3,046-30.3% |
| Admin fee / account holder | $112 | $86+30.3% | $5,892-98.1% | $91+23.4% |