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: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $87,372 |
Filed as: JOHN HANCOCK LIFE INS. CO. OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $1,240 |
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 | $115,645 | $136,307-15.2% | $177,821-35.0% | $73,488+57.4% |
| Participation rate | 73.2% | 86.1%-12.9pp | 87.7%-14.5pp | 70.7%+2.5pp |
| Annual return | 19.14% | 18.68%+0.5pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,147 | $5,829+108.4% | $7,714+57.5% | $3,740+224.8% |
| Admin fee / account holder | $651 | $596+9.2% | $12,427-94.8% | $513+26.8% |