See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,964 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,187 |
Filed as: EDWARD D. JONES Service code 26 · EIN 43-0345811 | Advisory (Participants) | $4,345 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,126 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 92-5755361 | Advisory (Participants) | $235 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,446 | $63,442-28.4% | $68,791-33.9% | $66,914-32.1% |
| Participation rate | 70.7% | 60.0%+10.8pp | 69.0%+1.7pp | 69.8%+0.9pp |
| Annual return | -13.08% | -8.29%-4.8pp | -6.38%-6.7pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,647 | $1,775-7.2% | $2,655-38.0% | $2,544-35.3% |
| Participant deferral / active EE | $2,896 | $2,945-1.7% | $3,941-26.5% | $4,237-31.7% |
| Admin fee / account holder | $359 | $577-37.9% | $4,932-92.7% | $593-39.6% |