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 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 RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $78,979 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY, THE WILSHINSKY GRP Service code 27 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Plan) | $61,308 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $30,650 |
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).
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 | $72,405 | $104,317-30.6% | $159,436-54.6% | $86,799-16.6% |
| Participation rate | 83.4% | 77.7%+5.7pp | 82.8%+0.5pp | 72.3%+11.1pp |
| Annual return | 19.76% | 26.32%-6.6pp | 263.57%-243.8pp | 97.91%-78.1pp |
| Employer contribution / active EE | $1,637 | $3,451-52.5% | $4,829-66.1% | $2,405-31.9% |
| Participant deferral / active EE | $8,261 | $6,837+20.8% | $7,352+12.4% | $4,131+100.0% |
| Admin fee / account holder | $305 | $172+77.2% | $10,799-97.2% | $170+80.0% |