Filed April 28, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $105,189 |
Filed as: SIGNATOR INVESTORS-JHFN Service code 27 | Advisory (Plan) | $47,228 |
Filed as: SIGNATOR INVESTORS - JHFN Service code 27 · EIN 04-2442399 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,282 | $65,118-52.0% | $76,768-59.3% | $55,725-43.9% |
| Participation rate | 94.0% | 79.6%+14.4pp | 77.0%+17.1pp | 70.9%+23.2pp |
| Annual return | -2.30% | -1.27%-1.0pp | 2.43%-4.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $1,658 | $1,941-14.6% | $2,485-33.3% | $2,078-20.2% |
| Participant deferral / active EE | $3,000 | $3,688-18.6% | $3,852-22.1% | $3,356-10.6% |
| Admin fee / account holder | $235 | $116+102.6% | $6,675-96.5% | $115+103.9% |