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 9-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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,329 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO U.S. Service code 15 · EIN 01-0233346 | Recordkeeping | $692 |
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 | $49,345 | $31,388+57.2% | $73,545-32.9% | $62,292-20.8% |
| Participation rate | 85.7% | 39.9%+45.9pp | 54.9%+30.8pp | 69.5%+16.2pp |
| Annual return | 15.99% | 25.34%-9.4pp | -15.16%+31.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,144 | $498+330.7% | $1,219+75.9% | $2,042+5.0% |
| Participant deferral / active EE | $4,518 | $1,028+339.3% | $1,806+150.2% | $3,169+42.6% |
| Admin fee / account holder | $3 | $299-98.9% | $2,320-99.9% | $479-99.3% |