Filed May 12, 2026 (most recent of 2 filings on file)
Total covered: 12 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $41,667 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 27 · EIN 43-0345811 | Advisory (Plan) | $25,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,864 | $68,914+49.3% | $136,749-24.8% | $74,304+38.4% |
| Participation rate | 87.6% | 51.3%+36.2pp | 72.1%+15.4pp | 60.3%+27.2pp |
| Annual return | 18.32% | 16.34%+2.0pp | 24.33%-6.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $3,512 | $1,561+125.0% | $3,400+3.3% | $2,241+56.7% |
| Participant deferral / active EE | $5,511 | $2,541+116.9% | $4,692+17.5% | $3,767+46.3% |
| Admin fee / account holder | $244 | $3,149-92.3% | $11,386-97.9% | $2,969-91.8% |