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 Service code 26 | Advisory (Participants) | $30,789 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,810 | $58,879+122.2% | $178,490-26.7% | $73,488+78.0% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 15.45% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $5,423 | $2,236+142.5% | $5,011+8.2% | $2,270+138.9% |
| Participant deferral / active EE | $3,987 | $2,567+55.3% | $5,202-23.3% | $3,740+6.6% |
| Admin fee / account holder | $475 | $400+18.6% | $13,984-96.6% | $513-7.4% |