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 |
|---|---|---|
Service code 15 · EIN 61-1440646 | Recordkeeping | $11,601 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0266646 | Recordkeeping | $638 |
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 | $75,945 | $70,908+7.1% | $98,907-23.2% | $73,488+3.3% |
| Participation rate | 88.7% | 73.8%+14.9pp | 76.0%+12.6pp | 70.7%+18.0pp |
| Annual return | 15.10% | 34.17%-19.1pp | 196.43%-181.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,077 | $2,036-47.1% | $2,689-59.9% | $2,270-52.6% |
| Participant deferral / active EE | $3,241 | $3,500-7.4% | $4,244-23.6% | $3,740-13.3% |
| Admin fee / account holder | $422 | $535-21.1% | $6,642-93.6% | $513-17.7% |