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 142010600 | Recordkeeping | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,132 | $41,854-20.8% | $73,843-55.1% | $52,331-36.7% |
| Participation rate | 45.7% | 66.2%-20.5pp | 73.4%-27.7pp | 68.1%-22.4pp |
| Annual return | -1.03% | 2.11%-3.1pp | 2267.84%-2268.9pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,919 | $1,920-0.1% | $2,787-31.2% | $1,882+2.0% |
| Participant deferral / active EE | $1,038 | $2,498-58.4% | $3,583-71.0% | $3,022-65.6% |
| Admin fee / account holder | $12 | $493-97.5% | $4,880-99.7% | $592-97.9% |