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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 |
|---|---|---|
FUSION CAPITAL MANAGEMENT2 years Service code 26 · EIN 27-4762004 | Advisory (Participants) | $15,093 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $875 |
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 | $21,898 | $47,977-54.4% | $154,107-85.8% | $56,287-61.1% |
| Participation rate | 53.7% | 66.2%-12.5pp | 83.0%-29.4pp | 69.9%-16.2pp |
| Annual return | -6.22% | 3.54%-9.8pp | 735.12%-741.3pp | -9.96%+3.7pp |
| Employer contribution / active EE | $386 | $2,169-82.2% | $5,298-92.7% | $2,111-81.7% |
| Participant deferral / active EE | $1,261 | $2,392-47.3% | $5,081-75.2% | $3,350-62.4% |
| Admin fee / account holder | $245 | $438-44.1% | $13,411-98.2% | $521-53.0% |