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 |
|---|---|---|
Service code 26 · EIN 27-2807213 | Advisory (Participants) | $26,373 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,944 | $89,652-5.3% | $141,162-39.8% | $65,185+30.3% |
| Participation rate | 81.2% | 74.7%+6.5pp | 82.5%-1.3pp | 70.2%+11.0pp |
| Annual return | 24.19% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,785 | $3,065-9.1% | $4,735-41.2% | $2,177+28.0% |
| Participant deferral / active EE | $5,417 | $5,691-4.8% | $6,709-19.3% | $3,514+54.2% |
| Admin fee / account holder | $570 | $569+0.2% | $10,261-94.4% | $847-32.7% |