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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.
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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: BBM FINANCIAL SERVICES, INC. Service code 13 · EIN 91-0967757 | Contract Administrator | $3,725 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $354 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 | Recordkeeping | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,727 | $29,548+31.1% | $56,411-31.3% | $77,643-50.1% |
| Participation rate | 22.7% | 32.7%-10.0pp | 52.5%-29.8pp | 70.6%-47.9pp |
| Annual return | 11.12% | 19.01%-7.9pp | 1701.33%-1690.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $419 | $568-26.2% | $1,039-59.7% | $2,726-84.6% |
| Participant deferral / active EE | $715 | $1,061-32.6% | $1,952-63.4% | $4,647-84.6% |
| Admin fee / account holder | $71 | $1,046-93.2% | $2,829-97.5% | $430-83.4% |