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 5-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 | $26,048 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $20,596 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,765 | $45,031-65.0% | $84,966-81.4% | $77,643-79.7% |
| Participation rate | 95.1% | 48.7%+46.4pp | 67.5%+27.6pp | 70.6%+24.5pp |
| Annual return | 33.77% | 79.22%-45.4pp | 66.38%-32.6pp | 31.24%+2.5pp |
| Employer contribution / active EE | $2,752 | $1,609+71.0% | $2,727+0.9% | $2,726+1.0% |
| Participant deferral / active EE | $5,826 | $2,807+107.5% | $4,519+28.9% | $4,647+25.4% |
| Admin fee / account holder | $67 | $912-92.6% | $6,149-98.9% | $430-84.4% |