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 TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $20,177 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 · EIN 04-3157927 | Recordkeeping | $3,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,121 | $47,848+136.4% | $81,478+38.8% | $70,131+61.3% |
| Participation rate | 68.7% | 58.3%+10.4pp | 68.0%+0.7pp | 69.5%-0.9pp |
| Annual return | 16.15% | 27.25%-11.1pp | 38.78%-22.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,181 | $2,453+29.7% | $3,537-10.1% | $3,332-4.5% |
| Admin fee / account holder | $313 | $3,145-90.1% | $4,561-93.1% | $4,645-93.3% |