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 9-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 | $51,713 |
LEE CPA AUDIT GROUP2 years Filed as: LEE CPA Service code 10 10301 PLACER LANE · SACRAMENTO, CA 95827 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,181 | $66,098-12.0% | $101,794-42.8% | $74,304-21.7% |
| Participation rate | 96.1% | 53.8%+42.3pp | 69.2%+26.9pp | 60.3%+35.7pp |
| Annual return | 14.00% | 19.59%-5.6pp | 30.53%-16.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,224 | $1,082+13.2% | $2,289-46.5% | $2,241-45.4% |
| Participant deferral / active EE | $4,518 | $2,781+62.5% | $4,084+10.6% | $3,767+19.9% |
| Admin fee / account holder | $304 | $4,146-92.7% | $8,777-96.5% | $2,969-89.8% |