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 COMAPNY Service code 15 · EIN 01-0233346 RETIREMNET PLAN SERVICES · BUFFACLO, NY 142010600 | Recordkeeping | $986 |
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 | $43,512 | $57,108-23.8% | $94,224-53.8% | $52,331-16.9% |
| Participation rate | 95.8% | 72.9%+22.8pp | 78.8%+17.0pp | 68.1%+27.7pp |
| Annual return | -0.63% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,416 | $1,735-18.4% | $3,587-60.5% | $1,882-24.8% |
| Participant deferral / active EE | $3,274 | $3,040+7.7% | $4,320-24.2% | $3,022+8.3% |
| Admin fee / account holder | $261 | $546-52.2% | $6,269-95.8% | $592-55.8% |