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 | $1,503 |
EDWARD JONES1 year Filed as: EDWARD JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,861 | $47,977-69.0% | $154,107-90.4% | $56,287-73.6% |
| Participation rate | 72.6% | 66.2%+6.4pp | 83.0%-10.4pp | 69.9%+2.8pp |
| Annual return | -7.19% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $720 | $2,169-66.8% | $5,298-86.4% | $2,111-65.9% |
| Participant deferral / active EE | $1,091 | $2,392-54.4% | $5,081-78.5% | $3,350-67.4% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.9% |