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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,698 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
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 | $24,533 | $47,977-48.9% | $154,107-84.1% | $56,287-56.4% |
| Participation rate | 83.3% | 66.2%+17.2pp | 83.0%+0.3pp | 69.9%+13.5pp |
| Annual return | -5.39% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $612 | $2,169-71.8% | $5,298-88.4% | $2,111-71.0% |
| Participant deferral / active EE | $3,921 | $2,392+63.9% | $5,081-22.8% | $3,350+17.1% |
| Admin fee / account holder | $263 | $438-39.9% | $13,411-98.0% | $521-49.5% |