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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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ANCHOR INVESTMENT MANAGEMENT Service code 26 · EIN 57-1109708 3205 DEVINE ST · COLUMBIA, SC 29205 | Advisory (Participants) | $40,764 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,561 | $50,982-42.0% | $154,803-80.9% | $85,563-65.5% |
| Participation rate | 46.0% | 59.8%-13.8pp | 78.1%-32.1pp | 66.0%-20.0pp |
| Annual return | 15.47% | 30.35%-14.9pp | 58.88%-43.4pp | 31.51%-16.0pp |
| Employer contribution / active EE | $811 | $1,708-52.5% | $4,305-81.2% | $2,654-69.4% |
| Participant deferral / active EE | $1,568 | $2,474-36.6% | $5,540-71.7% | $4,375-64.2% |
| Admin fee / account holder | $249 | $846-70.6% | $14,329-98.3% | $834-70.2% |