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 LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,748 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,810 |
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 | $51,271 | $60,323-15.0% | $81,812-37.3% | $74,495-31.2% |
| Participation rate | 79.5% | 62.9%+16.7pp | 72.3%+7.2pp | 67.2%+12.3pp |
| Annual return | 14.87% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,678 | $2,620-35.9% | $2,912-42.4% | $2,623-36.0% |
| Participant deferral / active EE | $3,670 | $3,387+8.3% | $4,319-15.0% | $4,346-15.6% |
| Admin fee / account holder | $764 | $1,486-48.6% | $7,386-89.7% | $1,942-60.7% |