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 |
|---|---|---|
SAN DIEGO PENSION CONSULTANTS5+ years Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $14,158 |
SAGEMARK CONSULTING5+ years Service code 26 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Advisory (Participants) | $10,708 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,646 | $40,522-34.2% | $84,611-68.5% | $67,579-60.6% |
| Participation rate | 18.3% | 51.1%-32.8pp | 68.2%-49.9pp | 71.3%-52.9pp |
| Annual return | 19.84% | 32.72%-12.9pp | 258.74%-238.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $46 | $1,146-96.0% | $2,652-98.3% | $2,148-97.9% |
| Participant deferral / active EE | $917 | $2,132-57.0% | $3,899-76.5% | $3,539-74.1% |
| Admin fee / account holder | $318 | $145+118.7% | $4,912-93.5% | $142+123.3% |