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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $834 |
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 | $19,111 | $46,732-59.1% | $156,549-87.8% | $55,167-65.4% |
| Participation rate | 84.0% | 65.8%+18.2pp | 84.0%0pp | 69.0%+15.0pp |
| Annual return | 32.80% | 17.72%+15.1pp | 32.23%+0.6pp | 169.23%-136.4pp |
| Employer contribution / active EE | $911 | $2,105-56.7% | $5,501-83.4% | $1,963-53.6% |
| Participant deferral / active EE | $2,213 | $2,204+0.4% | $4,871-54.6% | $3,054-27.5% |
| Admin fee / account holder | $25 | $418-94.1% | $13,027-99.8% | $504-95.1% |