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 6-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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $648 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. (NY) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,226 | $65,376-43.1% | $87,100-57.3% | $65,185-42.9% |
| Participation rate | 60.8% | 75.3%-14.6pp | 76.9%-16.1pp | 70.2%-9.4pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $859 | $1,822-52.9% | $2,521-65.9% | $2,177-60.6% |
| Participant deferral / active EE | $2,997 | $3,388-11.5% | $4,049-26.0% | $3,514-14.7% |
| Admin fee / account holder | $215 | $520-58.6% | $7,497-97.1% | $847-74.6% |