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 |
|---|---|---|
EMPLOYEE BENEFITS SERVICES2+ years Service code 37 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Loan Processing | $17,365 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $8,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,717 | $44,989-69.5% | $170,442-92.0% | $77,958-82.4% |
| Participation rate | 62.2% | 64.6%-2.4pp | 83.6%-21.4pp | 71.6%-9.5pp |
| Annual return | 12.58% | 19.61%-7.0pp | 205.93%-193.4pp | 20.87%-8.3pp |
| Employer contribution / active EE | $196 | $1,466-86.6% | $5,433-96.4% | $2,310-91.5% |
| Participant deferral / active EE | $923 | $2,208-58.2% | $4,939-81.3% | $3,537-73.9% |
| Admin fee / account holder | $58 | $69-15.4% | $13,880-99.6% | $97-40.1% |