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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,322 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,791 | $88,083-51.4% | $164,813-74.0% | $74,495-42.6% |
| Participation rate | 89.0% | 73.0%+15.9pp | 78.6%+10.4pp | 67.2%+21.8pp |
| Annual return | 15.41% | 17.26%-1.9pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,456 | $2,593-43.8% | $4,341-66.5% | $2,623-44.5% |
| Participant deferral / active EE | $4,421 | $4,498-1.7% | $6,031-26.7% | $4,346+1.7% |
| Admin fee / account holder | $317 | $2,234-85.8% | $12,690-97.5% | $1,942-83.7% |