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 |
|---|---|---|
LPL FINANCIAL8 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,654 |
Filed as: JOHN HANCOCK ENTERPRISE Service code 28 · EIN 01-0233346 | Investment Management | $38,384 |
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 | $109,265 | $88,083+24.0% | $164,813-33.7% | $74,495+46.7% |
| Participation rate | 84.3% | 73.0%+11.3pp | 78.6%+5.7pp | 67.2%+17.1pp |
| Annual return | 12.01% | 17.26%-5.3pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,535 | $2,593-40.8% | $4,341-64.6% | $2,623-41.5% |
| Participant deferral / active EE | $6,365 | $4,498+41.5% | $6,031+5.5% | $4,346+46.5% |
| Admin fee / account holder | $753 | $2,234-66.3% | $12,690-94.1% | $1,942-61.2% |