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 | $62,400 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 49 299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Other Services | $5,655 |
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 | $91,230 | $88,083+3.6% | $164,813-44.6% | $74,495+22.5% |
| Participation rate | 89.1% | 73.0%+16.1pp | 78.6%+10.5pp | 67.2%+21.9pp |
| Annual return | 20.65% | 17.26%+3.4pp | 69.93%-49.3pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,594 | $2,593-38.5% | $4,341-63.3% | $2,623-39.2% |
| Participant deferral / active EE | $4,917 | $4,498+9.3% | $6,031-18.5% | $4,346+13.2% |
| Admin fee / account holder | $454 | $2,234-79.7% | $12,690-96.4% | $1,942-76.6% |