Filings through .
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,015 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $987 |
9 funds of $250K or more; 28 lines in all, holding $5.8M of the plan's $5.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.9M | 49.3% |
| John Hancock USA American Funds Fundamental Investors Capital Group · Mutual fund | $552K | 9.5% |
| John Hancock USA Capital Appreciation Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $423K | 7.3% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $322K | 5.5% |
| Total Stock Market Index Trust John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $309K | 5.3% |
| John Hancock USA EuroPacific Growth Fund Capital Group · Mutual fund | $202K | 3.5% |
| John Hancock USA Vanguard Small Cap Value Index Fund Vanguard · Mutual fund Index | $166K | 2.9% |
| John Hancock USA Lifestyle Growth Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $142K | 2.4% |
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $135K | 2.3% |
| John Hancock USA American Funds New World Fund Capital Group · Mutual fund | $128K | 2.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.