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 10-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 INC Service code 26 | Advisory (Participants) | $3,135 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233364 | Recordkeeping | $1,132 |
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 | $80,280 | $100,923-20.5% | $150,045-46.5% | $74,304+8.0% |
| Participation rate | 88.8% | 70.1%+18.7pp | 82.3%+6.5pp | 60.3%+28.5pp |
| Annual return | 22.30% | 51.77%-29.5pp | 62.55%-40.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $2,901 | $3,463-16.2% | $4,693-38.2% | $2,241+29.5% |
| Participant deferral / active EE | $11,728 | $6,709+74.8% | $7,997+46.7% | $3,767+211.3% |
| Admin fee / account holder | $171 | $2,767-93.8% | $13,435-98.7% | $2,969-94.2% |