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 |
|---|---|---|
Service code 26 · EIN 86-1492281 7447 N. FRESNO STREET, SUITE 102 · FRESNO, CA 93720 | Advisory (Participants) | $23,132 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $220 |
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 | $94,916 | $73,867+28.5% | $143,757-34.0% | $68,494+38.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.50% | 1.01%-9.5pp | -0.04%-8.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $7,394 | $3,184+132.2% | $4,951+49.3% | $2,596+184.8% |
| Participant deferral / active EE | $4,192 | $3,384+23.9% | $5,637-25.6% | $4,027+4.1% |
| Admin fee / account holder | $264 | $5,755-95.4% | $14,673-98.2% | $5,403-95.1% |