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 |
|---|---|---|
QBI, LLC3+ years Service code 13 114 PACIFICA, SUITE 150 · IRVINE, CA 92618 | Contract Administrator | $1,150 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,374 | $36,767+56.0% | $81,478-29.6% | $62,292-7.9% |
| Participation rate | 35.5% | 54.4%-18.9pp | 68.0%-32.4pp | 69.5%-34.0pp |
| Annual return | 16.92% | 173.80%-156.9pp | 38.78%-21.9pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,934 | $2,111+86.4% | $3,537+11.2% | $3,169+24.1% |
| Admin fee / account holder | $22 | $797-97.3% | $4,561-99.5% | $479-95.4% |