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 USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,468 | $63,299-10.8% | $91,001-37.9% | $62,292-9.4% |
| Participation rate | 74.6% | 73.3%+1.2pp | 75.6%-1.0pp | 69.5%+5.0pp |
| Annual return | 15.37% | 20.99%-5.6pp | 4.60%+10.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,248 | $1,807-30.9% | $2,456-49.2% | $2,042-38.9% |
| Participant deferral / active EE | $2,802 | $2,943-4.8% | $3,547-21.0% | $3,169-11.6% |
| Admin fee / account holder | $192 | $468-58.9% | $5,417-96.5% | $479-59.9% |