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 Service code 15 · EIN 01-0233346 | Recordkeeping | $838 |
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 | $116,670 | $88,083+32.5% | $164,813-29.2% | $74,495+56.6% |
| Participation rate | 72.7% | 73.0%-0.4pp | 78.6%-5.9pp | 67.2%+5.5pp |
| Annual return | 14.04% | 17.26%-3.2pp | 69.93%-55.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,775 | $2,593+7.0% | $4,341-36.1% | $2,623+5.8% |
| Participant deferral / active EE | $5,268 | $4,498+17.1% | $6,031-12.7% | $4,346+21.2% |
| Admin fee / account holder | $617 | $2,234-72.4% | $12,690-95.1% | $1,942-68.2% |