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 | $18,168 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $16,140 |
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 | $68,695 | $94,625-27.4% | $116,228-40.9% | $84,808-19.0% |
| Participation rate | 96.5% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.2pp |
| Annual return | 14.15% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,637 | $2,347-30.2% | $2,994-45.3% | $2,631-37.8% |
| Participant deferral / active EE | $6,551 | $3,972+64.9% | $4,953+32.3% | $4,212+55.6% |
| Admin fee / account holder | $283 | $10,091-97.2% | $11,989-97.6% | $7,344-96.1% |