Filed January 5, 2023 (most recent of 2 filings on file)
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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,199 | $89,739-27.3% | $149,718-56.5% | $62,292+4.7% |
| Participation rate | 62.7% | 85.1%-22.4pp | 87.1%-24.3pp | 69.5%-6.8pp |
| Annual return | 18.79% | 21.01%-2.2pp | 1501.63%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,277 | $3,233-60.5% | $5,445-76.5% | $2,042-37.5% |
| Participant deferral / active EE | $3,406 | $4,797-29.0% | $6,569-48.1% | $3,169+7.5% |
| Admin fee / account holder | $47 | $551-91.5% | $11,283-99.6% | $479-90.2% |