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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,146 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
Service code 26 · EIN 46-5097983 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,576 | $44,425-31.2% | $67,834-54.9% | $55,167-44.6% |
| Participation rate | 97.1% | 59.7%+37.4pp | 68.8%+28.3pp | 69.0%+28.2pp |
| Annual return | 3.76% | 17.80%-14.0pp | 138.47%-134.7pp | 169.23%-165.5pp |
| Employer contribution / active EE | $3,075 | $1,351+127.5% | $2,403+27.9% | $1,963+56.7% |
| Participant deferral / active EE | $4,793 | $2,166+121.3% | $3,160+51.7% | $3,054+56.9% |
| Admin fee / account holder | $145 | $530-72.7% | $4,622-96.9% | $504-71.2% |