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 INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $919 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 | $47,509 | $70,908-33.0% | $98,907-52.0% | $73,488-35.4% |
| Participation rate | 93.0% | 73.8%+19.3pp | 76.0%+17.0pp | 70.7%+22.4pp |
| Annual return | 23.01% | 34.17%-11.2pp | 196.43%-173.4pp | 28.51%-5.5pp |
| Employer contribution / active EE | $2,651 | $2,036+30.2% | $2,689-1.4% | $2,270+16.8% |
| Participant deferral / active EE | $6,340 | $3,500+81.2% | $4,244+49.4% | $3,740+69.5% |
| Admin fee / account holder | $286 | $535-46.6% | $6,642-95.7% | $513-44.3% |