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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.
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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 MANAGEMENT3 years Service code 26 · EIN 27-4762004 | Advisory (Participants) | $15,368 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,136 |
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 | $28,811 | $52,953-45.6% | $172,739-83.3% | $65,185-55.8% |
| Participation rate | 51.7% | 66.2%-14.5pp | 82.6%-30.9pp | 70.2%-18.5pp |
| Annual return | 20.40% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $376 | $2,190-82.8% | $5,143-92.7% | $2,177-82.7% |
| Participant deferral / active EE | $1,332 | $2,471-46.1% | $5,198-74.4% | $3,514-62.1% |
| Admin fee / account holder | $262 | $472-44.4% | $13,954-98.1% | $847-69.0% |