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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,650 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $782 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,078 | $98,982-19.1% | $162,163-50.6% | $65,185+22.8% |
| Participation rate | 78.9% | 85.8%-6.9pp | 87.6%-8.7pp | 70.2%+8.7pp |
| Annual return | 22.58% | 24.84%-2.3pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,099 | $3,467-39.5% | $5,614-62.6% | $2,177-3.6% |
| Participant deferral / active EE | $4,437 | $5,384-17.6% | $7,298-39.2% | $3,514+26.3% |
| Admin fee / account holder | $292 | $596-51.0% | $10,843-97.3% | $847-65.5% |