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 |
|---|---|---|
LEVY & ASSOCIATES2 years Service code 12 · EIN 65-0622023 2890 W. STATE ROAD 84 · FT. LAUDERDALE, FL 33312 | Contract Administrator; Consulting fe... | $26,833 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,259 | $28,109+50.3% | $71,086-40.6% | $56,287-24.9% |
| Participation rate | 52.4% | 40.4%+12.0pp | 54.7%-2.3pp | 69.9%-17.5pp |
| Annual return | -5.62% | -615.05%+609.4pp | 650.59%-656.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,671 | $558+199.7% | $1,088+53.7% | $2,111-20.8% |
| Participant deferral / active EE | $2,505 | $1,116+124.5% | $1,874+33.6% | $3,350-25.2% |
| Admin fee / account holder | $285 | $585-51.3% | $3,082-90.8% | $521-45.3% |