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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $104,935 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,008 | $58,778-48.9% | $129,207-76.8% | $77,643-61.4% |
| Participation rate | 73.2% | 59.2%+13.9pp | 69.6%+3.5pp | 70.6%+2.6pp |
| Annual return | 9.60% | 24.73%-15.1pp | 9417.33%-9407.7pp | 31.24%-21.6pp |
| Employer contribution / active EE | $2,730 | $1,952+39.8% | $4,153-34.3% | $2,726+0.1% |
| Participant deferral / active EE | $1,025 | $3,212-68.1% | $4,168-75.4% | $4,647-77.9% |
| Admin fee / account holder | $121 | $589-79.5% | $7,715-98.4% | $430-71.9% |