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 INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,128 | $80,753-11.9% | $136,294-47.8% | $62,292+14.2% |
| Participation rate | 68.0% | 73.5%-5.5pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 19.06% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $714 | $2,884-75.2% | $4,695-84.8% | $2,042-65.0% |
| Participant deferral / active EE | $4,559 | $5,164-11.7% | $6,247-27.0% | $3,169+43.9% |
| Admin fee / account holder | $127 | $525-75.7% | $9,243-98.6% | $479-73.4% |