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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.
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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 | $262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,985 | $55,415-56.7% | $155,509-84.6% | $74,495-67.8% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-33.9pp | 67.2%-22.9pp |
| Annual return | 10.13% | 268.50%-258.4pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $594 | $2,267-73.8% | $4,672-87.3% | $2,623-77.4% |
| Participant deferral / active EE | $1,055 | $2,836-62.8% | $5,626-81.2% | $4,346-75.7% |
| Admin fee / account holder | $313 | $1,738-82.0% | $15,912-98.0% | $1,942-83.9% |