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: COMPENSATION STRATEGIES GROUP LTD Service code 13 · EIN 76-0188119 | Contract Administrator | $22,544 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,395 | $22,291+31.9% | $69,182-57.5% | $63,975-54.1% |
| Participation rate | 13.6% | 35.3%-21.7pp | 55.1%-41.5pp | 71.1%-57.5pp |
| Annual return | 6.48% | 9.30%-2.8pp | -21.93%+28.4pp | 48.65%-42.2pp |
| Employer contribution / active EE | $77 | $325-76.5% | $1,206-93.6% | $2,182-96.5% |
| Participant deferral / active EE | $427 | $808-47.1% | $1,897-77.5% | $3,356-87.3% |
| Admin fee / account holder | $46 | $73-36.6% | $2,697-98.3% | $70-34.3% |