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 INS CO USA Service code 13 · EIN 01-0233346 | Contract Administrator | $31,570 |
Filed as: EDWARD D JONES & CO LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $29,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,368 | $61,058+12.0% | $71,209-4.0% | $85,563-20.1% |
| Participation rate | 66.9% | 58.6%+8.4pp | 73.8%-6.8pp | 66.0%+1.0pp |
| Annual return | 19.45% | 100.41%-81.0pp | 282.51%-263.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $2,118 | $2,199-3.7% | $2,721-22.2% | $2,654-20.2% |
| Participant deferral / active EE | $4,548 | $3,173+43.3% | $4,175+8.9% | $4,375+3.9% |
| Admin fee / account holder | $327 | $855-61.7% | $5,349-93.9% | $834-60.8% |