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 INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,562 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,180 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,843 | $122,239-12.6% | $184,203-42.0% | $74,495+43.4% |
| Participation rate | 80.0% | 85.5%-5.5pp | 86.8%-6.8pp | 67.2%+12.8pp |
| Annual return | 13.32% | 19.95%-6.6pp | 28.81%-15.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,783 | $4,537-38.7% | $6,427-56.7% | $2,623+6.1% |
| Participant deferral / active EE | $5,604 | $7,139-21.5% | $9,131-38.6% | $4,346+28.9% |
| Admin fee / account holder | $252 | $1,260-80.0% | $13,901-98.2% | $1,942-87.0% |