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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 |
|---|---|---|
Filed as: SIGNATOR INVESTORS - JHFN Service code 27 · EIN 04-2442399 | Advisory (Plan) | $8,787 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,967 |
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 | $74,100 | $60,349+22.8% | $74,183-0.1% | $62,891+17.8% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 8.71% | 21.37%-12.7pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $328 | $1,680-80.5% | $2,370-86.2% | $2,281-85.6% |
| Participant deferral / active EE | $2,107 | $2,856-26.2% | $3,550-40.6% | $3,203-34.2% |
| Admin fee / account holder | $29 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |