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 9-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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,038 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 39-2018056 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,571 | $129,021+3.5% | $184,203-27.5% | $77,643+72.0% |
| Participation rate | 76.8% | 87.3%-10.5pp | 86.8%-10.0pp | 70.6%+6.3pp |
| Annual return | 18.66% | 33.27%-14.6pp | 28.81%-10.2pp | 31.24%-12.6pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,164 | $7,297+11.9% | $9,131-10.6% | $4,647+75.7% |
| Admin fee / account holder | $337 | $254+32.7% | $13,901-97.6% | $430-21.7% |