See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 | Contract Administrator | $5,538 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $172 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,286 | $55,453+24.9% | $170,442-59.3% | $62,292+11.2% |
| Participation rate | 78.9% | 66.4%+12.5pp | 83.6%-4.7pp | 69.5%+9.4pp |
| Annual return | 15.27% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,111 | $2,164-48.7% | $5,433-79.6% | $2,042-45.6% |
| Participant deferral / active EE | $2,900 | $2,303+25.9% | $4,939-41.3% | $3,169-8.5% |
| Admin fee / account holder | $471 | $455+3.5% | $13,880-96.6% | $479-1.7% |