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 INSUANCE CO. USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 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 | $34,975 | $66,124-47.1% | $90,404-61.3% | $73,488-52.4% |
| Participation rate | 43.1% | 69.7%-26.6pp | 72.7%-29.6pp | 70.7%-27.6pp |
| Annual return | 12.51% | 17.65%-5.1pp | 1293.02%-1280.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $41 | $2,346-98.2% | $3,262-98.7% | $2,270-98.2% |
| Participant deferral / active EE | $962 | $3,039-68.4% | $3,963-75.7% | $3,740-74.3% |
| Admin fee / account holder | $420 | $396+6.0% | $5,611-92.5% | $513-18.1% |