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 4-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,038 |
Service code 13 · EIN 13-3601506 | Contract Administrator | $10,291 |
Service code 49 · EIN 59-2730348 | Other Services | $9,725 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,778 |
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 | $73,176 | $101,317-27.8% | $146,958-50.2% | $74,495-1.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 39.53% | 8730.91%-8691.4pp | 418.34%-378.8pp | 1364.94%-1325.4pp |
| Employer contribution / active EE | $4,794 | $3,810+25.8% | $4,933-2.8% | $2,623+82.8% |
| Participant deferral / active EE | $8,243 | $7,303+12.9% | $8,070+2.1% | $4,346+89.7% |
| Admin fee / account holder | $552 | $1,739-68.2% | $12,998-95.8% | $1,942-71.6% |