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 | $49,452 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 | Advisory (Participants) | $39,672 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,027 | $100,923+3.1% | $150,045-30.7% | $74,304+40.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 18.29% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.1pp |
| Employer contribution / active EE | $6,457 | $3,463+86.4% | $4,693+37.6% | $2,241+188.1% |
| Participant deferral / active EE | $8,622 | $6,709+28.5% | $7,997+7.8% | $3,767+128.9% |
| Admin fee / account holder | $435 | $2,767-84.3% | $13,435-96.8% | $2,969-85.3% |