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 | $50,212 |
Service code 99 40 NORTH MAIN STREET · DAYTON, OH 45423 | Other Fees | $49,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,261 | $74,888+7.2% | $71,209+12.7% | $142,382-43.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.72% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $11,417 | $2,854+300.0% | $2,721+319.6% | $4,299+165.6% |
| Participant deferral / active EE | $41,481 | $4,454+831.2% | $4,175+893.5% | $6,507+537.5% |
| Admin fee / account holder | $456 | $5,568-91.8% | $5,349-91.5% | $12,624-96.4% |