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 INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,368 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,792 | $119,446-55.8% | $150,045-64.8% | $85,563-38.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 18.31% | 23.72%-5.4pp | 62.55%-44.2pp | 31.51%-13.2pp |
| Employer contribution / active EE | $3,957 | $4,078-3.0% | $4,693-15.7% | $2,654+49.1% |
| Participant deferral / active EE | $4,246 | $7,985-46.8% | $7,997-46.9% | $4,375-3.0% |
| Admin fee / account holder | $205 | $548-62.6% | $13,435-98.5% | $834-75.4% |