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 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,252 |
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 | $33,130 | $36,916-10.3% | $156,549-78.8% | $57,658-42.5% |
| Participation rate | 79.2% | 63.4%+15.8pp | 84.0%-4.8pp | 70.2%+9.0pp |
| Annual return | 9.11% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,177 | $1,571-25.1% | $5,501-78.6% | $1,974-40.4% |
| Participant deferral / active EE | $2,221 | $1,926+15.3% | $4,871-54.4% | $3,061-27.4% |
| Admin fee / account holder | $119 | $82+44.2% | $13,027-99.1% | $95+25.8% |