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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $27,302 |
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 | $62,706 | $75,923-17.4% | $102,423-38.8% | - |
| Participation rate | 83.8% | 71.4%+12.5pp | 76.5%+7.3pp | - |
| Annual return | 15.15% | 15.12%0pp | 29.32%-14.2pp | - |
| Employer contribution / active EE | $3,220 | $2,206+46.0% | $3,023+6.5% | - |
| Participant deferral / active EE | $4,841 | $4,258+13.7% | $5,053-4.2% | - |
| Admin fee / account holder | $600 | $11,449-94.8% | $9,451-93.7% | - |