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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $24,221 |
EDWARD JONES1 year Filed as: EDWARD D. JONES & CO., L.P Service code 26 · EIN 43-0345811 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,600 | $76,367-54.7% | $93,606-63.0% | $72,985-52.6% |
| Participation rate | 75.6% | 71.7%+3.8pp | 75.8%-0.3pp | 69.5%+6.1pp |
| Annual return | 21.35% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,233 | $2,275-1.8% | $2,718-17.8% | $2,440-8.5% |
| Participant deferral / active EE | $3,437 | $3,538-2.8% | $4,069-15.5% | $3,607-4.7% |
| Admin fee / account holder | $284 | $6,838-95.8% | $7,888-96.4% | $5,124-94.5% |