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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,054 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $3,716 |
SBHU LIFE AGENCY INC1 year Service code 22 · EIN 26-4310632 700 RED BROOK BLVD STE 300 · OWING MILLS, MD 21117 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,502 | $71,192-20.6% | $117,854-52.1% | $62,292-9.3% |
| Participation rate | 69.7% | 74.2%-4.6pp | 79.7%-10.0pp | 69.5%+0.1pp |
| Annual return | 13.97% | 18.66%-4.7pp | 335.08%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $335 | $1,934-82.7% | $3,786-91.1% | $2,042-83.6% |
| Participant deferral / active EE | $2,472 | $3,189-22.5% | $4,482-44.8% | $3,169-22.0% |
| Admin fee / account holder | $94 | $587-84.0% | $8,020-98.8% | $479-80.4% |