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 | $2,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,620 | $49,138+43.7% | $84,015-15.9% | $65,185+8.3% |
| Participation rate | 53.6% | 60.7%-7.1pp | 69.0%-15.4pp | 70.2%-16.6pp |
| Annual return | 17.65% | 23.00%-5.3pp | 71.31%-53.7pp | 29.38%-11.7pp |
| Employer contribution / active EE | $748 | $914-18.2% | $1,983-62.3% | $2,177-65.6% |
| Participant deferral / active EE | $2,291 | $2,397-4.4% | $3,239-29.3% | $3,514-34.8% |
| Admin fee / account holder | $63 | $543-88.3% | $6,101-99.0% | $847-92.5% |