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 RETIREMENT SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,445 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $502 |
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 | $34,277 | $26,805+27.9% | $59,496-42.4% | $52,331-34.5% |
| Participation rate | 25.9% | 39.3%-13.5pp | 54.6%-28.7pp | 68.1%-42.2pp |
| Annual return | -0.44% | 2.61%-3.0pp | 182.05%-182.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $474 | $450+5.5% | $1,153-58.8% | $1,882-74.8% |
| Participant deferral / active EE | $651 | $916-28.9% | $1,829-64.4% | $3,022-78.5% |
| Admin fee / account holder | $34 | $305-88.8% | $2,232-98.5% | $592-94.2% |