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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,929 |
Service code 55 7333 E. DOUBLETREE RANCH ST., · SCOTTSDALE, AZ 85258 | Other Commissions | $14,598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,922 | $65,435-26.8% | $86,677-44.7% | $66,914-28.4% |
| Participation rate | 76.3% | 75.5%+0.8pp | 76.6%-0.3pp | 69.8%+6.5pp |
| Annual return | -17.44% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,335 | $4,100-43.1% | $4,656-49.9% | $4,237-44.9% |
| Admin fee / account holder | $295 | $642-54.0% | $7,493-96.1% | $593-50.3% |