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. Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,122 | $106,236-82.9% | $112,228-83.9% | $64,808-72.0% |
| Participation rate | 52.8% | 71.7%-18.9pp | 75.1%-22.3pp | 71.5%-18.7pp |
| Annual return | -10.64% | -6.02%-4.6pp | 27.45%-38.1pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,275 | $3,166-59.7% | $3,635-64.9% | $2,506-49.1% |
| Participant deferral / active EE | $2,215 | $3,785-41.5% | $4,728-53.1% | $4,310-48.6% |
| Admin fee / account holder | $129 | $452-71.5% | $6,410-98.0% | $188-31.5% |