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 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,329 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,576 | $65,061-31.5% | $143,757-69.0% | $66,914-33.4% |
| Participation rate | 69.1% | 65.2%+3.9pp | 80.3%-11.2pp | 69.8%-0.7pp |
| Annual return | -14.07% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $960 | $2,361-59.4% | $4,951-80.6% | $2,544-62.3% |
| Participant deferral / active EE | $2,392 | $2,919-18.1% | $5,637-57.6% | $4,237-43.5% |
| Admin fee / account holder | $324 | $502-35.5% | $14,673-97.8% | $593-45.4% |