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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,368 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $5,657 |
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 | $87,399 | $119,446-26.8% | $150,045-41.8% | $85,563+2.1% |
| Participation rate | 99.2% | 75.4%+23.8pp | 82.3%+16.9pp | 66.0%+33.2pp |
| Annual return | 20.22% | 23.72%-3.5pp | 62.55%-42.3pp | 31.51%-11.3pp |
| Employer contribution / active EE | $4,169 | $4,078+2.2% | $4,693-11.2% | $2,654+57.1% |
| Participant deferral / active EE | $10,791 | $7,985+35.1% | $7,997+34.9% | $4,375+146.6% |
| Admin fee / account holder | $31 | $548-94.4% | $13,435-99.8% | $834-96.3% |