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 OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,207 | $79,694-64.6% | $96,139-70.7% | $79,386-64.5% |
| Participation rate | 47.4% | 54.0%-6.6pp | 68.4%-21.1pp | 70.7%-23.3pp |
| Annual return | 15.96% | 40.84%-24.9pp | 191.94%-176.0pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,286 | $1,443-10.9% | $2,797-54.0% | $2,427-47.0% |
| Participant deferral / active EE | $3,005 | $2,539+18.4% | $4,349-30.9% | $4,046-25.7% |
| Admin fee / account holder | $69 | $630-89.0% | $5,537-98.8% | $626-89.0% |