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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.
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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 SERVICES3+ years Service code 37 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Loan Processing | $9,560 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $6,226 |
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.
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 | $14,609 | $45,382-67.8% | $154,107-90.5% | $75,289-80.6% |
| Participation rate | 49.3% | 65.9%-16.5pp | 83.0%-33.7pp | 72.4%-23.1pp |
| Annual return | -5.80% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.8pp |
| Employer contribution / active EE | $201 | $1,533-86.9% | $5,298-96.2% | $2,405-91.6% |
| Participant deferral / active EE | $971 | $2,384-59.3% | $5,081-80.9% | $3,739-74.0% |
| Admin fee / account holder | $45 | $89-49.4% | $13,411-99.7% | $102-55.8% |