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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,966 |
EDWARD JONES1 year Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
EDWARD JONES2 years Filed as: EDWARD JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
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 | $18,879 | $52,953-64.3% | $172,739-89.1% | $65,185-71.0% |
| Participation rate | 72.5% | 66.2%+6.3pp | 82.6%-10.2pp | 70.2%+2.3pp |
| Annual return | 19.77% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $755 | $2,190-65.5% | $5,143-85.3% | $2,177-65.3% |
| Participant deferral / active EE | $1,101 | $2,471-55.4% | $5,198-78.8% | $3,514-68.7% |
| Admin fee / account holder | $42 | $472-91.1% | $13,954-99.7% | $847-95.0% |