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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,290 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,638 | $101,317+26.0% | $146,958-13.1% | $74,495+71.3% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 12.93% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,100 | $3,810-44.9% | $4,933-57.4% | $2,623-19.9% |
| Participant deferral / active EE | $8,770 | $7,303+20.1% | $8,070+8.7% | $4,346+101.8% |
| Admin fee / account holder | $503 | $1,739-71.1% | $12,998-96.1% | $1,942-74.1% |