Filed January 13, 2016
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 Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,328 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,195 | $49,451+114.7% | $79,550+33.5% | $66,914+58.7% |
| Participation rate | 69.5% | 61.3%+8.2pp | 69.5%0pp | 69.8%-0.3pp |
| Annual return | -15.79% | 84.25%-100.0pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,892 | $1,266+49.5% | $2,413-21.6% | $2,544-25.7% |
| Participant deferral / active EE | $4,066 | $3,159+28.7% | $3,985+2.0% | $4,237-4.0% |
| Admin fee / account holder | $270 | $595-54.6% | $6,832-96.0% | $593-54.5% |