See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $324 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DRIVE, BLDG. B-1 · MODESTO, CA 95350 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,173 | $50,666+6.9% | $76,817-29.5% | $65,185-16.9% |
| Participation rate | 40.8% | 68.8%-28.0pp | 72.1%-31.3pp | 70.2%-29.4pp |
| Annual return | 19.80% | 28.51%-8.7pp | 1166.11%-1146.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $841 | $1,575-46.6% | $2,302-63.5% | $2,177-61.4% |
| Participant deferral / active EE | $1,868 | $2,647-29.4% | $3,336-44.0% | $3,514-46.9% |
| Admin fee / account holder | $93 | $463-79.9% | $6,420-98.5% | $847-89.0% |