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: G W HENSSLER & ASSOCIATES Service code 26 · EIN 58-2189215 | Advisory (Participants) | $7,816 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,429 | $47,126-92.7% | $149,673-97.7% | $74,419-95.4% |
| Participation rate | 88.0% | 63.4%+24.6pp | 78.8%+9.2pp | 70.7%+17.2pp |
| Annual return | 21.50% | 22.75%-1.3pp | 134.42%-112.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,007 | $2,728-26.4% | $5,680-64.7% | $4,528-55.7% |
| Admin fee / account holder | $46 | $343-86.6% | $13,210-99.7% | $348-86.8% |