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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.
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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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $33,876 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $33,876 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,938 | $104,317-35.8% | $159,436-58.0% | $86,799-22.9% |
| Participation rate | 35.6% | 77.7%-42.1pp | 82.8%-47.2pp | 72.3%-36.6pp |
| Annual return | 16.96% | 26.32%-9.4pp | 263.57%-246.6pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,305 | $3,451-62.2% | $4,829-73.0% | $2,405-45.7% |
| Participant deferral / active EE | $2,614 | $6,837-61.8% | $7,352-64.4% | $4,131-36.7% |
| Admin fee / account holder | $310 | $172+79.8% | $10,799-97.1% | $170+82.6% |