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 | $44,685 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $2,326 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $311 |
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 | $87,333 | $122,239-28.6% | $184,203-52.6% | $74,495+17.2% |
| Participation rate | 81.3% | 85.5%-4.2pp | 86.8%-5.5pp | 67.2%+14.1pp |
| Annual return | 16.14% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,787 | $4,537-60.6% | $6,427-72.2% | $2,623-31.9% |
| Participant deferral / active EE | $5,314 | $7,139-25.6% | $9,131-41.8% | $4,346+22.3% |
| Admin fee / account holder | $263 | $1,260-79.1% | $13,901-98.1% | $1,942-86.4% |