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 7-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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,440 | $59,159-50.2% | $159,960-81.6% | $66,914-56.0% |
| Participation rate | 35.9% | 68.1%-32.2pp | 78.0%-42.1pp | 69.8%-33.9pp |
| Annual return | -17.36% | -12.26%-5.1pp | 408.60%-426.0pp | 1.58%-18.9pp |
| Employer contribution / active EE | $993 | $1,983-49.9% | $4,226-76.5% | $2,544-61.0% |
| Participant deferral / active EE | $1,763 | $4,395-59.9% | $6,182-71.5% | $4,237-58.4% |
| Admin fee / account holder | $813 | $591+37.6% | $8,698-90.7% | $593+37.0% |