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 LIC OF NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $383 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,787 | $123,793-83.2% | $177,821-88.3% | $79,858-74.0% |
| Participation rate | 97.0% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 18.42% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $794 | $4,095-80.6% | $5,918-86.6% | $2,471-67.9% |
| Participant deferral / active EE | $6,689 | $5,956+12.3% | $7,714-13.3% | $3,740+78.8% |
| Admin fee / account holder | $9 | $7,243-99.9% | $12,427-99.9% | $5,306-99.8% |