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: INTELLICENTS INVESTMENT Service code 26 · EIN 41-1812533 | Advisory (Participants) | $14,421 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,029 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,576 | $50,385-37.3% | $75,670-58.3% | $62,292-49.3% |
| Participation rate | 97.3% | 67.7%+29.6pp | 72.3%+24.9pp | 69.5%+27.8pp |
| Annual return | 17.34% | 19.90%-2.6pp | 27.34%-10.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $879 | $1,537-42.8% | $2,352-62.6% | $2,042-57.0% |
| Participant deferral / active EE | $2,979 | $2,445+21.8% | $3,142-5.2% | $3,169-6.0% |
| Admin fee / account holder | $82 | $384-78.7% | $5,800-98.6% | $479-82.9% |