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 |
|---|---|---|
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 26 · EIN 11-3738689 | Advisory (Participants) | $50,005 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $35,518 |
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).
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 | $187,335 | $64,119+192.2% | $112,228+66.9% | $66,914+180.0% |
| Participation rate | 62.0% | 68.5%-6.4pp | 75.1%-13.0pp | 69.8%-7.8pp |
| Annual return | -16.51% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,371 | $3,005-21.1% | $3,635-34.8% | $2,544-6.8% |
| Participant deferral / active EE | $5,106 | $3,693+38.3% | $4,728+8.0% | $4,237+20.5% |
| Admin fee / account holder | $1,125 | $625+80.0% | $6,410-82.4% | $593+89.7% |