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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $30,150 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 | Contract Administrator | $8,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,769 | $45,863+17.2% | $77,024-30.2% | $68,494-21.5% |
| Participation rate | 80.3% | 55.9%+24.4pp | 67.9%+12.4pp | 67.9%+12.4pp |
| Annual return | -17.99% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,127 | $1,650+150.2% | $2,812+46.8% | $2,596+59.0% |
| Participant deferral / active EE | $3,349 | $2,962+13.1% | $4,426-24.3% | $4,027-16.8% |
| Admin fee / account holder | $500 | $3,041-83.5% | $5,425-90.8% | $5,403-90.7% |