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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $92,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,256 |
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 | $118,912 | $106,028+12.2% | $146,958-19.1% | $77,643+53.2% |
| Participation rate | 85.6% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 24.60% | 56.73%-32.1pp | 418.34%-393.7pp | 31.24%-6.6pp |
| Employer contribution / active EE | $6,294 | $4,063+54.9% | $4,933+27.6% | $2,726+130.9% |
| Participant deferral / active EE | $13,059 | $7,990+63.4% | $8,070+61.8% | $4,647+181.0% |
| Admin fee / account holder | $134 | $337-60.3% | $12,998-99.0% | $430-68.8% |