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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $223,828 |
MORGAN STANLEY SMITH BARNEY5 years Service code 27 1001 PAGE MILL ROAD · PALO ALTO, CA 93404 | Advisory (Plan) | $102,701 |
BARTLETT, PRINGLE & WOLF, LLP6+ years Service code 10 · EIN 95-2089835 1123 CHAPALA STREET · SANTA BARBARA, CA 931900860 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $230,384 | $100,801+128.6% | $149,696+53.9% | $73,409+213.8% |
| Participation rate | 98.0% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 19.06% | 265.34%-246.3pp | 276.60%-257.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $3,473 | $3,312+4.9% | $4,644-25.2% | $2,234+55.5% |
| Participant deferral / active EE | $11,576 | $6,404+80.8% | $6,842+69.2% | $3,805+204.2% |
| Admin fee / account holder | $394 | $181+118.1% | $9,309-95.8% | $158+149.8% |