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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $264 |
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 | $42,803 | $46,869-8.7% | $122,332-65.0% | $70,131-39.0% |
| Participation rate | 95.9% | 58.2%+37.7pp | 71.6%+24.3pp | 69.5%+26.3pp |
| Annual return | 15.52% | 24.22%-8.7pp | 30.27%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,712 | $1,288+33.0% | $4,050-57.7% | $2,342-26.9% |
| Participant deferral / active EE | $3,387 | $2,166+56.3% | $3,287+3.0% | $3,332+1.7% |
| Admin fee / account holder | $3 | $3,322-99.9% | $5,478-99.9% | $4,645-99.9% |