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) | $34,279 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,266 | $65,061+60.3% | $143,757-27.5% | $66,914+55.8% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -15.28% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $5,748 | $2,361+143.5% | $4,951+16.1% | $2,544+125.9% |
| Participant deferral / active EE | $4,182 | $2,919+43.3% | $5,637-25.8% | $4,237-1.3% |
| Admin fee / account holder | $404 | $502-19.6% | $14,673-97.2% | $593-31.9% |