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 | $618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,170 | $99,957-28.8% | $149,696-52.5% | $73,488-3.2% |
| Participation rate | 76.7% | 75.7%+1.0pp | 82.5%-5.8pp | 70.7%+6.0pp |
| Annual return | 14.12% | 53.87%-39.8pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $947 | $3,191-70.3% | $4,644-79.6% | $2,270-58.3% |
| Participant deferral / active EE | $6,262 | $6,073+3.1% | $6,842-8.5% | $3,740+67.5% |
| Admin fee / account holder | $567 | $551+3.0% | $9,309-93.9% | $513+10.5% |