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: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $34,546 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,769 | $50,956-41.6% | $96,562-69.2% | $86,799-65.7% |
| Participation rate | 75.6% | 65.2%+10.3pp | 69.8%+5.8pp | 72.3%+3.3pp |
| Annual return | 17.23% | 21.27%-4.0pp | 37.78%-20.5pp | 97.91%-80.7pp |
| Employer contribution / active EE | $355 | $1,111-68.1% | $2,356-84.9% | $2,405-85.3% |
| Participant deferral / active EE | $3,830 | $2,954+29.6% | $3,849-0.5% | $4,131-7.3% |
| Admin fee / account holder | $188 | $166+13.5% | $6,181-97.0% | $170+11.2% |