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 6-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $32,397 |
Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $31,923 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,843 | $58,264+1.0% | $86,612-32.1% | $71,457-17.7% |
| Participation rate | 95.2% | 65.0%+30.2pp | 71.7%+23.5pp | 67.9%+27.2pp |
| Annual return | 17.49% | 21.63%-4.1pp | 591.07%-573.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,646 | $2,574+2.8% | $3,022-12.5% | $2,588+2.3% |
| Participant deferral / active EE | $5,212 | $3,436+51.7% | $4,438+17.4% | $4,289+21.5% |
| Admin fee / account holder | $254 | $1,057-76.0% | $5,614-95.5% | $1,587-84.0% |