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 7-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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $51,133 |
Service code 27 · EIN 33-0818667 4000 MCARTHUR BLVD. · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $22,771 |
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 | $26,726 | $42,353-36.9% | $79,550-66.4% | $64,808-58.8% |
| Participation rate | 88.6% | 64.8%+23.8pp | 69.5%+19.1pp | 71.5%+17.1pp |
| Annual return | -13.74% | -12.24%-1.5pp | 0.16%-13.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $542 | $1,181-54.1% | $2,413-77.6% | $2,506-78.4% |
| Participant deferral / active EE | $2,050 | $3,170-35.3% | $3,985-48.5% | $4,310-52.4% |
| Admin fee / account holder | $194 | $160+21.9% | $6,832-97.2% | $188+3.6% |