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 LIFE AGENCY Service code 26 · EIN 13-2808480 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Participants) | $41,716 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,422 | $101,317+6.0% | $146,958-26.9% | $74,495+44.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.86% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,930 | $3,810+29.4% | $4,933-0.1% | $2,623+87.9% |
| Participant deferral / active EE | $8,161 | $7,303+11.7% | $8,070+1.1% | $4,346+87.8% |
| Admin fee / account holder | $404 | $1,739-76.8% | $12,998-96.9% | $1,942-79.2% |