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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.
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: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $37,361 |
HOLZKNECHT UMALI, INC.1 year Filed as: HOLZKNECHT UMALI INC Service code 13 | Contract Administrator | $5,302 |
HOLZKNECHT UMALI, INC.1 year Service code 13 · EIN 76-0544224 | Contract Administrator | $1,500 |
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).
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 | $24,193 | $72,254-66.5% | $86,677-72.1% | $64,808-62.7% |
| Participation rate | 95.7% | 80.4%+15.3pp | 76.6%+19.1pp | 71.5%+24.2pp |
| Annual return | -13.68% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,335 | $2,393-2.4% | $2,836-17.7% | $2,506-6.8% |
| Participant deferral / active EE | $5,148 | $4,658+10.5% | $4,656+10.6% | $4,310+19.4% |
| Admin fee / account holder | $91 | $174-47.7% | $7,493-98.8% | $188-51.6% |