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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 7-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 · EIN 95-2755361 | Advisory (Participants) | $1,398 |
Filed as: JOHN HANCOCK LIFE INSUR. CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,782 | $102,317-78.7% | $146,958-85.2% | $80,856-73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,659 | $3,713+25.5% | $4,933-5.5% | $2,755+69.1% |
| Participant deferral / active EE | $173 | $6,644-97.4% | $8,070-97.9% | $4,296-96.0% |
| Admin fee / account holder | $125 | $7,941-98.4% | $12,998-99.0% | $6,918-98.2% |