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) | $20,888 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $294 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,315 | $77,899+31.3% | $149,673-31.6% | $75,163+36.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $6,843 | $3,137+118.1% | $4,818+42.0% | $2,670+156.3% |
| Participant deferral / active EE | $4,681 | $3,411+37.2% | $5,680-17.6% | $4,125+13.5% |
| Admin fee / account holder | $219 | $5,956-96.3% | $13,210-98.3% | $5,651-96.1% |