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 | $952 |
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 | $60,288 | $88,122-31.6% | $141,162-57.3% | $67,579-10.8% |
| Participation rate | 67.8% | 76.5%-8.7pp | 82.5%-14.7pp | 71.3%-3.5pp |
| Annual return | 21.69% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,521 | $5,958+9.5% | $6,709-2.8% | $3,539+84.3% |
| Admin fee / account holder | $19 | $131-85.4% | $10,261-99.8% | $142-86.6% |