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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,757 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $6,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,226 | $88,890-12.0% | $102,423-23.6% | $77,643+0.8% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 13.61% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,233 | $2,698-17.2% | $3,023-26.2% | $2,726-18.1% |
| Participant deferral / active EE | $4,508 | $5,145-12.4% | $5,053-10.8% | $4,647-3.0% |
| Admin fee / account holder | $404 | $235+71.7% | $9,451-95.7% | $430-6.1% |