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 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,409 | $89,652-36.0% | $141,162-59.3% | $65,185-11.9% |
| Participation rate | 68.7% | 74.7%-6.0pp | 82.5%-13.8pp | 70.2%-1.5pp |
| Annual return | 23.19% | 32.79%-9.6pp | 71.39%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,841 | $3,065-7.3% | $4,735-40.0% | $2,177+30.5% |
| Participant deferral / active EE | $7,185 | $5,691+26.3% | $6,709+7.1% | $3,514+104.5% |
| Admin fee / account holder | $40 | $569-93.0% | $10,261-99.6% | $847-95.3% |