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 15 · EIN 76-0188119 | Recordkeeping | $950 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $440 |
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 | $37,235 | $45,283-17.8% | $155,790-76.1% | $52,331-28.8% |
| Participation rate | 78.8% | 62.2%+16.6pp | 76.1%+2.7pp | 68.1%+10.7pp |
| Annual return | -0.02% | 1.80%-1.8pp | 71.54%-71.6pp | 4.54%-4.6pp |
| Employer contribution / active EE | $926 | $1,329-30.3% | $3,836-75.9% | $1,882-50.8% |
| Participant deferral / active EE | $4,961 | $2,854+73.8% | $4,797+3.4% | $3,022+64.2% |
| Admin fee / account holder | $146 | $981-85.1% | $7,478-98.0% | $592-75.3% |