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 | $2,408 |
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 | $35,874 | $62,928-43.0% | $172,739-79.2% | $67,579-46.9% |
| Participation rate | 72.8% | 64.5%+8.4pp | 82.6%-9.8pp | 71.3%+1.5pp |
| Annual return | 21.19% | 30.36%-9.2pp | 802.84%-781.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,149 | $1,636-29.8% | $5,143-77.7% | $2,148-46.5% |
| Participant deferral / active EE | $2,169 | $2,145+1.1% | $5,198-58.3% | $3,539-38.7% |
| Admin fee / account holder | $128 | $167-22.9% | $13,954-99.1% | $142-9.7% |