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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 95-4553859 11111 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Advisory (Participants) | $24,626 |
Service code 14 365 E. AVENIDA DE LOS ARBOLES, #263 · THOUSAND OAKS, CA 91360 | Plan Administrator | $5,943 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $444 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,141 | $86,944+29.0% | $107,525+4.3% | $74,304+50.9% |
| Participation rate | 95.7% | 59.6%+36.1pp | 75.1%+20.6pp | 60.3%+35.3pp |
| Annual return | 15.11% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $237 | $2,757-91.4% | $3,754-93.7% | $2,241-89.4% |
| Participant deferral / active EE | $6,592 | $3,554+85.5% | $5,116+28.9% | $3,767+75.0% |
| Admin fee / account holder | $432 | $3,727-88.4% | $8,919-95.2% | $2,969-85.5% |