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 9-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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $387 |
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 | $25,791 | $58,879-56.2% | $178,490-85.6% | $73,488-64.9% |
| Participation rate | 73.3% | 66.2%+7.1pp | 81.9%-8.6pp | 70.7%+2.6pp |
| Annual return | 34.80% | 24.86%+9.9pp | 151.07%-116.3pp | 28.51%+6.3pp |
| Employer contribution / active EE | $1,147 | $2,236-48.7% | $5,011-77.1% | $2,270-49.5% |
| Participant deferral / active EE | $3,116 | $2,567+21.4% | $5,202-40.1% | $3,740-16.7% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |