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 TRUST COMPANY Service code 15 · EIN 80-0709115 | Recordkeeping | $46,829 |
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 | $208,247 | $105,181+98.0% | $159,436+30.6% | $85,850+142.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.59% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $3,834 | $3,318+15.5% | $4,829-20.6% | $2,565+49.5% |
| Participant deferral / active EE | $7,700 | $5,945+29.5% | $7,352+4.7% | $3,952+94.9% |
| Admin fee / account holder | $405 | $6,933-94.2% | $10,799-96.2% | $6,260-93.5% |