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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.
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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 INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $840 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,225 | $73,638+3.5% | $108,410-29.7% | $79,386-4.0% |
| Participation rate | 89.6% | 77.4%+12.2pp | 80.1%+9.5pp | 70.7%+18.9pp |
| Annual return | 12.09% | 33.27%-21.2pp | 905.27%-893.2pp | 116.85%-104.8pp |
| Employer contribution / active EE | $6 | $2,397-99.7% | $3,558-99.8% | $2,427-99.7% |
| Participant deferral / active EE | $3,481 | $6,218-44.0% | $6,563-47.0% | $4,046-14.0% |
| Admin fee / account holder | $424 | $638-33.5% | $7,295-94.2% | $626-32.3% |