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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.
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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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,834 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $5,270 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,404 | $50,956-58.0% | $96,562-77.8% | $86,799-75.3% |
| Participation rate | 37.6% | 65.2%-27.7pp | 69.8%-32.3pp | 72.3%-34.7pp |
| Annual return | 27.22% | 21.27%+6.0pp | 37.78%-10.6pp | 97.91%-70.7pp |
| Employer contribution / active EE | $718 | $1,111-35.4% | $2,356-69.5% | $2,405-70.2% |
| Participant deferral / active EE | $1,241 | $2,954-58.0% | $3,849-67.7% | $4,131-69.9% |
| Admin fee / account holder | $49 | $166-70.3% | $6,181-99.2% | $170-70.9% |