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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $517 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORP Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,240 | $59,328+40.3% | $118,925-30.0% | $73,488+13.3% |
| Participation rate | 98.8% | 62.3%+36.5pp | 75.4%+23.4pp | 70.7%+28.1pp |
| Annual return | 15.40% | 19.13%-3.7pp | 35.88%-20.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,499 | $1,803+38.6% | $3,263-23.4% | $2,270+10.1% |
| Participant deferral / active EE | $3,508 | $2,604+34.7% | $4,265-17.8% | $3,740-6.2% |
| Admin fee / account holder | $303 | $600-49.5% | $6,581-95.4% | $513-40.9% |