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: JOHN HANCOCK Service code 16 · EIN 01-0233346 | Consulting | $69,687 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,750 |
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 | $26,015 | $29,369-11.4% | $77,482-66.4% | $73,409-64.6% |
| Participation rate | 41.0% | 37.9%+3.1pp | 54.2%-13.2pp | 72.2%-31.1pp |
| Annual return | 17.76% | 358.15%-340.4pp | 54.79%-37.0pp | 59.29%-41.5pp |
| Employer contribution / active EE | $436 | $406+7.4% | $986-55.8% | $2,234-80.5% |
| Participant deferral / active EE | $1,179 | $941+25.4% | $1,861-36.6% | $3,805-69.0% |
| Admin fee / account holder | $172 | $123+39.8% | $2,858-94.0% | $158+8.7% |