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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,898 |
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 | $102,062 | $96,484+5.8% | $156,263-34.7% | $74,304+37.4% |
| Participation rate | 97.5% | 67.7%+29.8pp | 78.9%+18.6pp | 60.3%+37.2pp |
| Annual return | 16.46% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $4,870 | $2,528+92.6% | $4,333+12.4% | $2,241+117.3% |
| Participant deferral / active EE | $3,251 | $4,286-24.1% | $6,158-47.2% | $3,767-13.7% |
| Admin fee / account holder | $510 | $3,728-86.3% | $14,255-96.4% | $2,969-82.8% |