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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: MCDONALD FINANCIAL SERVICES Service code 26 · EIN 63-1204395 | Advisory (Participants) | $15,539 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMANY Service code 15 · EIN 01-0233346 | Recordkeeping | $915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $45,852 | $157,256-70.8% | $141,162-67.5% | $152,861-70.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 19.06% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,811 | $5,261-27.6% | $4,735-19.5% | $4,762-20.0% |
| Participant deferral / active EE | $9,315 | $7,109+31.0% | $6,709+38.8% | $5,850+59.2% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |