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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $893 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $426 |
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 | $14,313 | $64,909-77.9% | $82,313-82.6% | $62,292-77.0% |
| Participation rate | 93.4% | 74.9%+18.5pp | 76.9%+16.5pp | 69.5%+23.9pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,676 | $1,6760% | $2,428-31.0% | $2,042-17.9% |
| Participant deferral / active EE | $3,789 | $3,103+22.1% | $3,706+2.2% | $3,169+19.5% |
| Admin fee / account holder | $86 | $440-80.5% | $5,608-98.5% | $479-82.1% |