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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,581 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,259 | $62,132-73.8% | $185,823-91.3% | $73,488-77.9% |
| Participation rate | 85.6% | 67.8%+17.7pp | 78.0%+7.5pp | 70.7%+14.9pp |
| Annual return | 16.36% | 20.44%-4.1pp | 35.95%-19.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,007 | $1,681-40.1% | $4,087-75.4% | $2,270-55.6% |
| Participant deferral / active EE | $3,065 | $3,711-17.4% | $5,632-45.6% | $3,740-18.0% |
| Admin fee / account holder | $141 | $419-66.3% | $9,500-98.5% | $513-72.5% |