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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $14,040 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $584 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,589 | $80,177-71.8% | $123,892-81.8% | $57,658-60.8% |
| Participation rate | 84.7% | 74.4%+10.3pp | 81.4%+3.3pp | 70.2%+14.5pp |
| Annual return | 27.23% | 17.90%+9.3pp | 47.52%-20.3pp | 5.13%+22.1pp |
| Employer contribution / active EE | $1,339 | $2,913-54.0% | $4,617-71.0% | $1,974-32.2% |
| Participant deferral / active EE | $4,916 | $5,130-4.2% | $5,984-17.9% | $3,061+60.6% |
| Admin fee / account holder | $23 | $106-77.9% | $8,357-99.7% | $95-75.2% |