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 |
|---|---|---|
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $11,750 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,623 | $27,330+30.3% | $67,711-47.4% | $55,191-35.5% |
| Participation rate | 42.5% | 47.5%-5.1pp | 67.5%-25.1pp | 69.2%-26.7pp |
| Annual return | -0.59% | 8.81%-9.4pp | 25.41%-26.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $637 | $855-25.4% | $2,559-75.1% | $1,899-66.4% |
| Participant deferral / active EE | $1,337 | $1,709-21.7% | $3,585-62.7% | $3,046-56.1% |
| Admin fee / account holder | $213 | $109+95.2% | $4,255-95.0% | $91+134.9% |