See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,977 | $46,072+43.2% | $70,014-5.8% | $55,167+19.6% |
| Participation rate | 85.8% | 67.5%+18.4pp | 71.8%+14.0pp | 69.0%+16.9pp |
| Annual return | 3.49% | 8.68%-5.2pp | 12.99%-9.5pp | 169.23%-165.7pp |
| Employer contribution / active EE | $2,889 | $1,500+92.6% | $2,338+23.5% | $1,963+47.2% |
| Participant deferral / active EE | $4,655 | $2,344+98.6% | $2,931+58.8% | $3,054+52.4% |
| Admin fee / account holder | $344 | $428-19.5% | $4,380-92.1% | $504-31.6% |