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 RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $73,737 |
Filed as: NYLIFE SECURITIES LLC Service code 27 · EIN 27-0145686 | Advisory (Plan) | $0 |
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 | $148,426 | $136,307+8.9% | $177,821-16.5% | $73,488+102.0% |
| Participation rate | 90.0% | 86.1%+3.9pp | 87.7%+2.2pp | 70.7%+19.3pp |
| Annual return | 13.00% | 18.68%-5.7pp | 48.32%-35.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,814 | $3,712-24.2% | $5,918-52.5% | $2,270+23.9% |
| Participant deferral / active EE | $7,568 | $5,829+29.8% | $7,714-1.9% | $3,740+102.4% |
| Admin fee / account holder | $285 | $596-52.2% | $12,427-97.7% | $513-44.5% |