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 6-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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $39,602 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,273 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 99 · EIN 16-1486454 1100 N MARKET ST. · WILMINGTON, DE 19801 | Other Fees | $9,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,450 | $54,193-19.8% | $93,606-53.6% | $77,643-44.0% |
| Participation rate | 54.1% | 63.9%-9.8pp | 68.7%-14.6pp | 70.6%-16.4pp |
| Annual return | 16.13% | 30.54%-14.4pp | 133.20%-117.1pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,141 | $1,168+83.3% | $2,420-11.5% | $2,726-21.5% |
| Participant deferral / active EE | $3,366 | $3,144+7.1% | $4,411-23.7% | $4,647-27.6% |
| Admin fee / account holder | $196 | $576-65.9% | $8,285-97.6% | $430-54.4% |