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 |
|---|---|---|
Service code 26 · EIN 71-0752696 | Advisory (Participants) | $12,490 |
FUSION CAPITAL MANAGEMENT6 years Service code 26 · EIN 27-4762004 | Advisory (Participants) | $1,336 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,788 | $65,061-61.9% | $143,757-82.8% | $66,914-63.0% |
| Participation rate | 55.7% | 65.2%-9.5pp | 80.3%-24.6pp | 69.8%-14.1pp |
| Annual return | -16.77% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $463 | $2,361-80.4% | $4,951-90.6% | $2,544-81.8% |
| Participant deferral / active EE | $1,663 | $2,919-43.0% | $5,637-70.5% | $4,237-60.7% |
| Admin fee / account holder | $262 | $502-47.8% | $14,673-98.2% | $593-55.8% |