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 |
|---|---|---|
Service code 15 · EIN 10-0233346 | Recordkeeping | $10,427 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $9,528 |
DOPKINS & COMPANY, LLP5 years Service code 10 · EIN 16-0929175 | Accounting | $4,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,655 | $29,548-33.5% | $56,411-65.2% | $77,643-74.7% |
| Participation rate | 47.7% | 32.7%+15.1pp | 52.5%-4.7pp | 70.6%-22.8pp |
| Annual return | 14.98% | 19.01%-4.0pp | 1701.33%-1686.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $217 | $568-61.8% | $1,039-79.1% | $2,726-92.0% |
| Participant deferral / active EE | $1,646 | $1,061+55.2% | $1,952-15.7% | $4,647-64.6% |
| Admin fee / account holder | $201 | $1,046-80.8% | $2,829-92.9% | $430-53.3% |