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 |
|---|---|---|
AMERIBEN1 year Filed as: AMERIBEN SOLUTION Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $1,900 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $952 |
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 | $59,350 | $62,603-5.2% | $104,294-43.1% | $66,914-11.3% |
| Participation rate | 79.8% | 59.6%+20.2pp | 73.3%+6.6pp | 69.8%+10.0pp |
| Annual return | -16.68% | -14.70%-2.0pp | 24.61%-41.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,234 | $1,972+64.0% | $3,372-4.1% | $2,544+27.1% |
| Participant deferral / active EE | $4,395 | $2,853+54.1% | $4,625-5.0% | $4,237+3.7% |
| Admin fee / account holder | $725 | $656+10.5% | $7,339-90.1% | $593+22.1% |