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 | $23,357 |
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES, LLC Service code 26 · EIN 20-5817590 | Advisory (Participants) | $13,801 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $552 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,104 | $62,132-75.7% | $185,823-91.9% | $73,488-79.4% |
| Participation rate | 71.1% | 67.8%+3.2pp | 78.0%-7.0pp | 70.7%+0.4pp |
| Annual return | 16.57% | 20.44%-3.9pp | 35.95%-19.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $596 | $1,681-64.5% | $4,087-85.4% | $2,270-73.7% |
| Participant deferral / active EE | $1,853 | $3,711-50.1% | $5,632-67.1% | $3,740-50.5% |
| Admin fee / account holder | $172 | $419-58.9% | $9,500-98.2% | $513-66.4% |