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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $8,446 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,709 | $80,724-39.7% | $103,333-52.9% | $74,495-34.6% |
| Participation rate | 73.7% | 65.7%+8.0pp | 74.5%-0.8pp | 67.2%+6.5pp |
| Annual return | 8.00% | 27.56%-19.6pp | 24.88%-16.9pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $2,465 | $3,157-21.9% | $3,868-36.3% | $2,623-6.0% |
| Participant deferral / active EE | $3,013 | $3,860-22.0% | $5,057-40.4% | $4,346-30.7% |
| Admin fee / account holder | $53 | $2,368-97.8% | $8,355-99.4% | $1,942-97.3% |