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: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,039 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 35-2242519 | Recordkeeping | $1,424 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,807 | $55,415+44.0% | $155,509-48.7% | $74,495+7.1% |
| Participation rate | 0.0% | 61.9%-61.9pp | 78.2%-78.2pp | 67.2%-67.2pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,291 | $2,267-43.0% | $4,672-72.4% | $2,623-50.8% |
| Participant deferral / active EE | $2,311 | $2,836-18.5% | $5,626-58.9% | $4,346-46.8% |
| Admin fee / account holder | $479 | $1,738-72.4% | $15,912-97.0% | $1,942-75.3% |