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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,320 | $73,102-84.5% | $123,544-90.8% | $56,287-79.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 2.96% | 3.01%0pp | 119.20%-116.2pp | -9.96%+12.9pp |
| Employer contribution / active EE | $4,656 | $2,977+56.4% | $4,628+0.6% | $2,111+120.5% |
| Participant deferral / active EE | $6,295 | $5,423+16.1% | $6,426-2.0% | $3,350+87.9% |
| Admin fee / account holder | $125 | $554-77.5% | $9,284-98.7% | $521-76.0% |