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 |
|---|---|---|
PLANNING CORP OF AMERICA1 year Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $4,228 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $368 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,095 | $53,127-65.9% | $86,590-79.1% | $70,131-74.2% |
| Participation rate | 92.9% | 65.3%+27.5pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 14.29% | 27.66%-13.4pp | 964.84%-950.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,924 | $2,068-7.0% | $2,839-32.2% | $2,342-17.9% |
| Participant deferral / active EE | $1,739 | $2,696-35.5% | $3,609-51.8% | $3,332-47.8% |
| Admin fee / account holder | $24 | $3,585-99.3% | $4,906-99.5% | $4,645-99.5% |