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 | Recordkeeping | $33,570 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,032 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,912 | $60,323-10.6% | $81,812-34.1% | $74,495-27.6% |
| Participation rate | 97.2% | 62.9%+34.4pp | 72.3%+24.9pp | 67.2%+30.0pp |
| Annual return | 9.80% | 16.90%-7.1pp | 773.79%-764.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $4,388 | $2,620+67.5% | $2,912+50.7% | $2,623+67.3% |
| Participant deferral / active EE | $4,511 | $3,387+33.2% | $4,319+4.5% | $4,346+3.8% |
| Admin fee / account holder | $373 | $1,486-74.9% | $7,386-95.0% | $1,942-80.8% |