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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,605 |
NEWPORT GROUP, INC.5+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $2,000 |
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 | $13,354 | $60,124-77.8% | $90,404-85.2% | $79,858-83.3% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.6pp |
| Annual return | 15.37% | 71.94%-56.6pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,176 | $2,068+5.3% | $3,262-33.3% | $2,471-11.9% |
| Participant deferral / active EE | $1,400 | $2,938-52.4% | $3,963-64.7% | $3,740-62.6% |
| Admin fee / account holder | $156 | $3,976-96.1% | $5,611-97.2% | $5,306-97.1% |