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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,929 | $61,214-62.5% | $83,333-72.5% | $56,287-59.3% |
| Participation rate | 50.7% | 72.6%-21.9pp | 77.8%-27.0pp | 69.9%-19.1pp |
| Annual return | -6.07% | 0.42%-6.5pp | 10.63%-16.7pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,790 | $1,925-7.0% | $3,379-47.0% | $2,111-15.2% |
| Participant deferral / active EE | $3,604 | $5,091-29.2% | $5,565-35.2% | $3,350+7.6% |
| Admin fee / account holder | $43 | $512-91.7% | $7,510-99.4% | $521-91.8% |