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 9-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 |
|---|---|---|
KIKER WEALTH MANAGEMENT2 years Filed as: KIKER WEALTH MANAGMENT Service code 26 | Advisory (Participants) | $28,027 |
Filed as: JOHN HANCOCK LIFE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,476 |
2 funds of $250K or more; 27 lines in all, holding $5.4M of the plan's $5.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $3.3M | 61.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $494K | 9.2% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $221K | 4.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $209K | 3.9% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $162K | 3.0% |
| Science & Technology Trust John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $137K | 2.5% |
| Income Fund OF America Capital Group · Mutual fund | $101K | 1.9% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $93K | 1.7% |
| Vanguard Small Cap Grow Index Vanguard · Mutual fund Index | $84K | 1.6% |
| T. Rowe Price T. Rowe Price · Mutual fund | $84K | 1.6% |
See the other 17 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $56,860 | $129,021-55.9% | $184,203-69.1% | $77,643-26.8% |
| Participation rate | 24.6% | 87.3%-62.7pp | 86.8%-62.2pp | 70.6%-46.0pp |
| Annual return | 14.79% | 33.27%-18.5pp | 28.81%-14.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,755 | $7,297-62.3% | $9,131-69.8% | $4,647-40.7% |
| Admin fee / account holder | $569 | $254+124.3% | $13,901-95.9% | $430+32.3% |