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 | $2,560 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $480 |
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 | $37,739 | $52,639-28.3% | $185,117-79.6% | $62,292-39.4% |
| Participation rate | 83.0% | 63.9%+19.1pp | 77.3%+5.7pp | 69.5%+13.5pp |
| Annual return | 18.89% | 19.57%-0.7pp | 40.50%-21.6pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,737 | $1,483+17.2% | $4,182-58.5% | $2,042-14.9% |
| Participant deferral / active EE | $4,906 | $3,097+58.4% | $5,045-2.8% | $3,169+54.8% |
| Admin fee / account holder | $134 | $374-64.1% | $8,159-98.4% | $479-72.0% |