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 10-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: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Participants) | $24,479 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,715 | $69,362+20.7% | $101,248-17.3% | $73,488+13.9% |
| Participation rate | 73.9% | 68.4%+5.6pp | 75.8%-1.9pp | 70.7%+3.3pp |
| Annual return | 15.23% | 18.46%-3.2pp | 46.47%-31.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,781 | $2,628+43.9% | $3,660+3.3% | $2,270+66.6% |
| Participant deferral / active EE | $2,453 | $3,300-25.7% | $4,370-43.9% | $3,740-34.4% |
| Admin fee / account holder | $402 | $704-42.9% | $5,945-93.2% | $513-21.7% |