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 |
|---|---|---|
Service code 26 · EIN 27-3463733 | Advisory (Participants) | $35,877 |
Filed as: JOHN HANCOCK TRUST COMPANY Service code 15 · EIN 80-0709115 | Recordkeeping | $26,652 |
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 | $53,020 | $73,102-27.5% | $123,544-57.1% | $56,287-5.8% |
| Participation rate | 83.9% | 74.3%+9.6pp | 82.3%+1.6pp | 69.9%+14.1pp |
| Annual return | -7.07% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,619 | $2,977-45.6% | $4,628-65.0% | $2,111-23.3% |
| Participant deferral / active EE | $4,685 | $5,423-13.6% | $6,426-27.1% | $3,350+39.9% |
| Admin fee / account holder | $326 | $554-41.1% | $9,284-96.5% | $521-37.4% |