Filed December 30, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 26 | Advisory (Participants) | $2,680 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,576 | $122,239+16.6% | $184,200-22.6% | $74,546+91.3% |
| Participation rate | 78.0% | 85.5%-7.5pp | 86.8%-8.9pp | 67.2%+10.8pp |
| Annual return | 12.34% | 19.95%-7.6pp | 28.80%-16.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $4,338 | $4,537-4.4% | $6,424-32.5% | $2,624+65.3% |
| Participant deferral / active EE | $6,186 | $7,139-13.4% | $9,132-32.3% | $4,347+42.3% |
| Admin fee / account holder | $256 | $1,260-79.7% | $13,907-98.2% | $1,944-86.8% |