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 LIFE INSURANCE COMAPNY Service code 15 · EIN 01-0233346 RETIREMNET PLAN SERVICES · BUFFACLO, NY 142010600 | Recordkeeping | $984 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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 | $45,851 | $63,924-28.3% | $108,579-57.8% | $55,167-16.9% |
| Participation rate | 97.0% | 74.3%+22.7pp | 79.6%+17.5pp | 69.0%+28.1pp |
| Annual return | 5.72% | 15.31%-9.6pp | -51.70%+57.4pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,042 | $1,879-44.6% | $3,758-72.3% | $1,963-46.9% |
| Participant deferral / active EE | $3,523 | $3,067+14.9% | $4,311-18.3% | $3,054+15.3% |
| Admin fee / account holder | $231 | $618-62.6% | $7,645-97.0% | $504-54.1% |