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 14201 | Recordkeeping | $734 |
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 | $62,104 | $155,795-60.1% | $136,294-54.4% | $69,631-10.8% |
| Participation rate | 67.9% | 75.2%-7.4pp | 81.9%-14.1pp | 70.7%-2.8pp |
| Annual return | 27.23% | 232464.33%-232437.1pp | 5155.94%-5128.7pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,882 | $5,394+9.1% | $6,247-5.8% | $3,224+82.5% |
| Admin fee / account holder | $17 | $128-86.8% | $9,243-99.8% | $110-84.7% |