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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 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 |
|---|---|---|
BLUE WATER ASSET MANAGEMENT6 years Service code 26 · EIN 32-0458569 4120 EAST BELTLINE AVE STE 100 · GRAND RAPIDS, MI 49525 | Advisory (Participants) | $35,391 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,022 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010601 | Recordkeeping | $1,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,977 | $60,323+57.4% | $81,812+16.1% | $74,495+27.5% |
| Participation rate | 64.9% | 62.9%+2.0pp | 72.3%-7.5pp | 67.2%-2.3pp |
| Annual return | 12.01% | 16.90%-4.9pp | 773.79%-761.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,493 | $2,620-43.0% | $2,912-48.7% | $2,623-43.1% |
| Participant deferral / active EE | $3,369 | $3,387-0.5% | $4,319-22.0% | $4,346-22.5% |
| Admin fee / account holder | $651 | $1,486-56.2% | $7,386-91.2% | $1,942-66.5% |