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 LIFE INS. CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,216 | $46,173-41.1% | $170,442-84.0% | $69,631-60.9% |
| Participation rate | 29.0% | 63.9%-34.9pp | 83.6%-54.6pp | 70.7%-41.7pp |
| Annual return | 17.32% | 21.62%-4.3pp | 205.93%-188.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $300 | $1,610-81.3% | $5,433-94.5% | $2,032-85.2% |
| Participant deferral / active EE | $378 | $2,080-81.8% | $4,939-92.4% | $3,224-88.3% |
| Admin fee / account holder | $33 | $116-71.9% | $13,880-99.8% | $110-70.5% |