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 7-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 USA Service code 26 · EIN 01-0233346 | Advisory (Participants) | $17,499 |
GOLDLEAF PARTNERS1 year Service code 99 PO BOX 806 · BRAINERD, MN 56401 | Other Fees | $655 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,360 | $31,679+17.9% | $74,701-50.0% | $65,185-42.7% |
| Participation rate | 20.0% | 40.4%-20.4pp | 54.5%-34.5pp | 70.2%-50.2pp |
| Annual return | 19.30% | 39.04%-19.7pp | 752.92%-733.6pp | 29.38%-10.1pp |
| Employer contribution / active EE | $520 | $566-8.1% | $1,084-52.0% | $2,177-76.1% |
| Participant deferral / active EE | $739 | $1,191-37.9% | $1,964-62.4% | $3,514-79.0% |
| Admin fee / account holder | $413 | $379+8.9% | $3,333-87.6% | $847-51.3% |