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: INTEGRATED WEALTH CONCEPTS Service code 26 · EIN 81-3433658 200 5TH AVENUE, SUITE 4010 · WALTHAM, MA 02451 | Advisory (Participants) | $11,699 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,787 | $95,803-31.3% | $113,168-41.9% | $84,808-22.4% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 12.58% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,855 | $2,360+63.4% | $2,975+29.6% | $2,631+46.5% |
| Participant deferral / active EE | $9,188 | $4,242+116.6% | $5,107+79.9% | $4,212+118.2% |
| Admin fee / account holder | $328 | $8,989-96.4% | $12,068-97.3% | $7,344-95.5% |