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 | $68,716 |
Service code 26 · EIN 16-1728260 2040 MAIN STREET, SUITE 720 · IRVINE, CA 92614 | Advisory (Participants) | $40,248 |
ACTUARIES UNLIMITED, INC.5 years Service code 15 · EIN 95-3654973 | Recordkeeping | $35,175 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,659 | $106,028-29.6% | $146,958-49.2% | $77,643-3.8% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 10.41% | 56.73%-46.3pp | 418.34%-407.9pp | 31.24%-20.8pp |
| Employer contribution / active EE | $8,708 | $4,063+114.3% | $4,933+76.5% | $2,726+219.5% |
| Participant deferral / active EE | $6,960 | $7,990-12.9% | $8,070-13.8% | $4,647+49.8% |
| Admin fee / account holder | $355 | $337+5.2% | $12,998-97.3% | $430-17.5% |