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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,829 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $406 |
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 | $31,001 | $89,652-65.4% | $141,162-78.0% | $65,185-52.4% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.5%+7.9pp | 70.2%+20.1pp |
| Annual return | 27.22% | 32.79%-5.6pp | 71.39%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $3,670 | $3,065+19.7% | $4,735-22.5% | $2,177+68.6% |
| Participant deferral / active EE | $3,855 | $5,691-32.3% | $6,709-42.5% | $3,514+9.7% |
| Admin fee / account holder | $57 | $569-89.9% | $10,261-99.4% | $847-93.2% |