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 Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,110 | $79,694+69.5% | $96,139+40.5% | $79,386+70.2% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 30.70% | 40.84%-10.1pp | 191.94%-161.2pp | 116.85%-86.1pp |
| Employer contribution / active EE | $4,081 | $1,443+182.7% | $2,797+45.9% | $2,427+68.1% |
| Participant deferral / active EE | $4,767 | $2,539+87.8% | $4,349+9.6% | $4,046+17.8% |
| Admin fee / account holder | $492 | $630-22.0% | $5,537-91.1% | $626-21.5% |