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 |
|---|---|---|
Service code 26 | Advisory (Participants) | $19,364 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,686 |
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 | $36,610 | $46,297-20.9% | $71,671-48.9% | $62,292-41.2% |
| Participation rate | 72.4% | 60.6%+11.7pp | 68.7%+3.6pp | 69.5%+2.8pp |
| Annual return | 17.03% | 22.32%-5.3pp | 20.65%-3.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,904 | $1,412+34.9% | $2,460-22.6% | $2,042-6.7% |
| Participant deferral / active EE | $2,765 | $2,235+23.7% | $3,438-19.6% | $3,169-12.8% |
| Admin fee / account holder | $16 | $461-96.5% | $5,558-99.7% | $479-96.7% |