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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $33,165 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $18,115 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,506 | $183,519-75.2% | $155,509-70.7% | $145,922-68.8% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 10.82% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,000 | $5,313-43.5% | $4,672-35.8% | $4,660-35.6% |
| Participant deferral / active EE | $4,445 | $6,462-31.2% | $5,626-21.0% | $6,688-33.5% |
| Admin fee / account holder | $313 | $19,313-98.4% | $15,912-98.0% | $13,397-97.7% |