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 | $202 |
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 | $25,535 | $92,971-72.5% | $96,683-73.6% | $74,419-65.7% |
| Participation rate | 61.1% | 71.5%-10.4pp | 74.3%-13.2pp | 70.7%-9.6pp |
| Annual return | 46.75% | 37.49%+9.3pp | 35.69%+11.1pp | 34.38%+12.4pp |
| Employer contribution / active EE | $2,216 | $3,426-35.3% | $3,737-40.7% | $2,637-16.0% |
| Participant deferral / active EE | $3,162 | $3,970-20.3% | $4,878-35.2% | $4,528-30.2% |
| Admin fee / account holder | $138 | $633-78.1% | $6,730-97.9% | $348-60.2% |