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 LIFE INSURANCE COMPAN Service code 15 · EIN 01-0233346 | Recordkeeping | $2,950 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANRA MONICA, CA 90401 | Advisory (Participants) | $2,759 |
Filed as: CUSO FINANCIAL SERVICE Service code 14 · EIN 39-0230590 10150 MEANLING DRIVE, 1ST FLOOR · SAN DIEGO, CA 92131 | Plan Administrator | $0 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 14 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Plan Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,265 | $88,515-43.2% | $162,163-69.0% | $67,579-25.6% |
| Participation rate | 94.7% | 86.8%+7.9pp | 87.6%+7.1pp | 71.3%+23.4pp |
| Annual return | 17.53% | 27.04%-9.5pp | 115.59%-98.1pp | 378.56%-361.0pp |
| Employer contribution / active EE | $512 | $3,563-85.6% | $5,614-90.9% | $2,148-76.2% |
| Participant deferral / active EE | $2,681 | $5,724-53.2% | $7,298-63.3% | $3,539-24.3% |
| Admin fee / account holder | $68 | $124-45.2% | $10,843-99.4% | $142-52.3% |