See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,102 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,017 | $49,177-16.6% | $79,464-48.4% | $64,186-36.1% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.3pp |
| Annual return | -7.65% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,011 | $2,076+45.0% | $2,800+7.5% | $2,381+26.5% |
| Participant deferral / active EE | $7,240 | $2,821+156.6% | $3,704+95.5% | $3,470+108.7% |
| Admin fee / account holder | $32 | $3,839-99.2% | $5,113-99.4% | $4,888-99.3% |