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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $50,138 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Participants) | $20,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,220 | $58,083-10.1% | $80,019-34.7% | $56,287-7.2% |
| Participation rate | 93.4% | 73.6%+19.8pp | 75.8%+17.6pp | 69.9%+23.5pp |
| Annual return | -5.65% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,776 | $1,932-8.1% | $2,468-28.0% | $2,111-15.9% |
| Participant deferral / active EE | $5,517 | $3,135+76.0% | $3,686+49.7% | $3,350+64.7% |
| Admin fee / account holder | $328 | $623-47.4% | $6,521-95.0% | $521-37.1% |