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 |
|---|---|---|
FUSION CAPITAL MANAGEMENT1 year Service code 26 · EIN 27-4762004 | Advisory (Participants) | $15,264 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,228 | $55,453-49.1% | $170,442-83.4% | $62,292-54.7% |
| Participation rate | 58.0% | 66.4%-8.4pp | 83.6%-25.6pp | 69.5%-11.5pp |
| Annual return | 14.13% | 21.38%-7.2pp | 205.93%-191.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $412 | $2,164-80.9% | $5,433-92.4% | $2,042-79.8% |
| Participant deferral / active EE | $1,251 | $2,303-45.7% | $4,939-74.7% | $3,169-60.5% |
| Admin fee / account holder | $264 | $455-41.9% | $13,880-98.1% | $479-44.9% |