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 Service code 15 · EIN 01-0233346 | Recordkeeping | $25,304 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 27 · EIN 81-0139474 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,604 | $100,923+148.3% | $150,045+67.0% | $74,304+237.3% |
| Participation rate | 96.4% | 70.1%+26.3pp | 82.3%+14.0pp | 60.3%+36.0pp |
| Annual return | 15.68% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $7,439 | $3,463+114.8% | $4,693+58.5% | $2,241+231.9% |
| Participant deferral / active EE | $7,420 | $6,709+10.6% | $7,997-7.2% | $3,767+97.0% |
| Admin fee / account holder | $365 | $2,767-86.8% | $13,435-97.3% | $2,969-87.7% |