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 14201 | Recordkeeping | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,496 | $46,732-28.3% | $156,549-78.6% | $55,167-39.3% |
| Participation rate | 41.9% | 65.8%-23.9pp | 84.0%-42.1pp | 69.0%-27.1pp |
| Annual return | 11.86% | 17.72%-5.9pp | 32.23%-20.4pp | 169.23%-157.4pp |
| Employer contribution / active EE | $977 | $2,105-53.6% | $5,501-82.2% | $1,963-50.2% |
| Participant deferral / active EE | $1,958 | $2,204-11.2% | $4,871-59.8% | $3,054-35.9% |
| Admin fee / account holder | $47 | $418-88.9% | $13,027-99.6% | $504-90.8% |