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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $17,264 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $7,613 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,887 | $88,890+3.4% | $102,423-10.3% | $77,643+18.3% |
| Participation rate | 66.4% | 80.9%-14.5pp | 76.5%-10.1pp | 70.6%-4.2pp |
| Annual return | 11.58% | 24.98%-13.4pp | 29.32%-17.7pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,168 | $2,698-19.6% | $3,023-28.3% | $2,726-20.5% |
| Participant deferral / active EE | $3,281 | $5,145-36.2% | $5,053-35.1% | $4,647-29.4% |
| Admin fee / account holder | $63 | $235-73.2% | $9,451-99.3% | $430-85.3% |