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 | $23,781 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,198 |
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 | $31,547 | $25,165+25.4% | $73,545-57.1% | $77,958-59.5% |
| Participation rate | 14.9% | 36.6%-21.8pp | 54.9%-40.1pp | 71.6%-56.8pp |
| Annual return | 15.84% | 18.12%-2.3pp | -15.16%+31.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $83 | $395-79.1% | $1,219-93.2% | $2,310-96.4% |
| Participant deferral / active EE | $465 | $898-48.2% | $1,806-74.3% | $3,537-86.9% |
| Admin fee / account holder | $44 | $76-42.6% | $2,320-98.1% | $97-55.3% |