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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,290 |
AMERIBEN3 years Filed as: AMERIBEN SOLUTION Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,117 | $62,327+38.2% | $120,354-28.4% | $74,495+15.6% |
| Participation rate | 82.6% | 56.8%+25.8pp | 71.9%+10.7pp | 67.2%+15.4pp |
| Annual return | 11.39% | 18.61%-7.2pp | 107.15%-95.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,974 | $1,843+61.4% | $3,463-14.1% | $2,623+13.4% |
| Participant deferral / active EE | $5,185 | $2,893+79.2% | $4,991+3.9% | $4,346+19.3% |
| Admin fee / account holder | $919 | $2,396-61.7% | $9,423-90.3% | $1,942-52.7% |