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 RETIREMENT PLAN SVCS Service code 37 · EIN 01-0233346 | Loan Processing | $70,730 |
NYL SECURITIES5 years Service code 27 777 MAIN STREET, SUITE 3800 · FORT WORTH, TX 76102 | Advisory (Plan) | $0 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,984 | $58,879+61.3% | $178,490-46.8% | $73,488+29.2% |
| Participation rate | 55.9% | 66.2%-10.3pp | 81.9%-26.0pp | 70.7%-14.8pp |
| Annual return | 17.32% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $550 | $2,236-75.4% | $5,011-89.0% | $2,270-75.8% |
| Participant deferral / active EE | $4,533 | $2,567+76.6% | $5,202-12.9% | $3,740+21.2% |
| Admin fee / account holder | $484 | $400+21.0% | $13,984-96.5% | $513-5.6% |