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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $282 |
QUALIFIED PLANS, LLC10+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,057 | $55,415+113.0% | $155,509-24.1% | $74,495+58.5% |
| Participation rate | 77.9% | 61.9%+16.0pp | 78.2%-0.3pp | 67.2%+10.7pp |
| Annual return | 14.41% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $717 | $2,267-68.4% | $4,672-84.7% | $2,623-72.7% |
| Participant deferral / active EE | $2,414 | $2,836-14.9% | $5,626-57.1% | $4,346-44.5% |
| Admin fee / account holder | $355 | $1,738-79.6% | $15,912-97.8% | $1,942-81.7% |