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 7-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: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,192 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 115 PERIMETER CENTER PL NE · ATLANTA, GA 30346 | Recordkeeping | $424 |
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.)
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 | $37,033 | $34,934+6.0% | $56,411-34.4% | $74,495-50.3% |
| Participation rate | 47.1% | 32.8%+14.3pp | 52.5%-5.4pp | 67.2%-20.1pp |
| Annual return | 11.94% | 25.94%-14.0pp | 1701.33%-1689.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $541 | $609-11.1% | $1,039-47.9% | $2,623-79.4% |
| Participant deferral / active EE | $1,426 | $1,170+21.9% | $1,952-26.9% | $4,346-67.2% |
| Admin fee / account holder | $382 | $2,364-83.9% | $2,829-86.5% | $1,942-80.3% |