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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
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 | $45,617 | $54,762-16.7% | $90,281-49.5% | $72,985-37.5% |
| Participation rate | 97.8% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 24.62% | 30.63%-6.0pp | 78.10%-53.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,238 | $2,092+54.8% | $2,854+13.5% | $2,440+32.7% |
| Participant deferral / active EE | $7,849 | $2,887+171.9% | $3,885+102.0% | $3,607+117.6% |
| Admin fee / account holder | $45 | $3,972-98.9% | $5,351-99.2% | $5,124-99.1% |