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 |
|---|---|---|
Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE, SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $4,775 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,705 | $42,548+33.3% | $74,550-23.9% | $56,287+0.7% |
| Participation rate | 60.7% | 60.5%+0.3pp | 69.1%-8.4pp | 69.9%-9.1pp |
| Annual return | -6.00% | 12.40%-18.4pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $694 | $855-18.8% | $1,961-64.6% | $2,111-67.1% |
| Participant deferral / active EE | $2,127 | $2,277-6.6% | $3,108-31.6% | $3,350-36.5% |
| Admin fee / account holder | $71 | $467-84.7% | $5,060-98.6% | $521-86.3% |