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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $30,314 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,414 | $89,248-58.1% | $136,007-72.5% | $74,495-49.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.04% | 22.76%-10.7pp | 579.32%-567.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $5,162 | $2,838+81.9% | $4,217+22.4% | $2,623+96.8% |
| Participant deferral / active EE | $5,506 | $4,598+19.7% | $7,025-21.6% | $4,346+26.7% |
| Admin fee / account holder | $135 | $1,545-91.2% | $6,858-98.0% | $1,942-93.0% |