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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Plan) | $68,835 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,974 | $65,435+32.9% | $86,677+0.3% | $66,914+30.0% |
| Participation rate | 64.6% | 75.5%-10.8pp | 76.6%-11.9pp | 69.8%-5.2pp |
| Annual return | -16.79% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,668 | $2,153+70.4% | $2,836+29.3% | $2,544+44.2% |
| Participant deferral / active EE | $9,002 | $4,100+119.5% | $4,656+93.4% | $4,237+112.5% |
| Admin fee / account holder | $642 | $642+0.1% | $7,493-91.4% | $593+8.3% |