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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,154 |
9 funds of $250K or more; 24 lines in all, holding $6.1M of the plan's $6.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 10 vintages | $4.9M | 80.4% |
| JH Multimanager Balanced Lifestyle Fund Manager not matched · Mutual fund | $356K | 5.9% |
| JH Multimanager Conservative LifeStyle Fund Manager not matched · Mutual fund | $169K | 2.8% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $148K | 2.4% |
| Index Fund Manager not matched · Mutual fund Index | $106K | 1.7% |
| JH Multimanager Moderate Lifestyle Fund Manager not matched · Mutual fund | $99K | 1.6% |
| Collateral, Value Cost Value JH Lifetime Blend 20 Manager not matched · Other | $56K | 0.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $50K | 0.8% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $42K | 0.7% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $39K | 0.6% |
See the other 14 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,967 | $87,870-57.9% | $113,168-67.3% | $74,304-50.2% |
| Participation rate | 75.5% | 70.7%+4.8pp | 76.6%-1.0pp | 60.3%+15.2pp |
| Annual return | 15.84% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,548 | $2,277-32.0% | $2,975-48.0% | $2,241-30.9% |
| Participant deferral / active EE | $2,591 | $4,241-38.9% | $5,107-49.3% | $3,767-31.2% |
| Admin fee / account holder | $16 | $3,368-99.5% | $12,068-99.9% | $2,969-99.5% |