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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 9-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 LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $74,073 |
Filed as: QUALFIED PLAN CONSULTANTS Service code 17 · EIN 20-0223513 4949 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Pension Consulting | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,812 | $82,202-63.7% | $125,339-76.2% | $64,808-54.0% |
| Participation rate | 50.1% | 77.9%-27.8pp | 82.4%-32.3pp | 71.5%-21.4pp |
| Annual return | 7.56% | 3.48%+4.1pp | 572.05%-564.5pp | 32.82%-25.3pp |
| Employer contribution / active EE | $1,285 | $3,615-64.5% | $4,814-73.3% | $2,506-48.7% |
| Participant deferral / active EE | $2,828 | $7,175-60.6% | $7,446-62.0% | $4,310-34.4% |
| Admin fee / account holder | $263 | $163+60.9% | $10,010-97.4% | $188+39.9% |