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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,656 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 317 W. OAK STREET · VISALIA, CA 93291 | Advisory (Participants) | $0 |
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.
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 | $41,642 | $59,417-29.9% | $93,606-55.5% | $74,495-44.1% |
| Participation rate | 56.6% | 59.7%-3.1pp | 68.7%-12.1pp | 67.2%-10.6pp |
| Annual return | 9.16% | 81.83%-72.7pp | 133.20%-124.0pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $321 | $1,264-74.6% | $2,420-86.7% | $2,623-87.8% |
| Participant deferral / active EE | $1,928 | $3,050-36.8% | $4,411-56.3% | $4,346-55.6% |
| Admin fee / account holder | $46 | $3,021-98.5% | $8,285-99.4% | $1,942-97.7% |