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 5-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 LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,008 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC( Service code 26 · EIN 95-2755361 | Advisory (Participants) | $222 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,981 | $61,272-85.3% | $149,673-94.0% | $71,457-87.4% |
| Participation rate | 92.9% | 62.5%+30.4pp | 78.8%+14.1pp | 67.9%+25.0pp |
| Annual return | 27.43% | 35.85%-8.4pp | 134.42%-107.0pp | 28.85%-1.4pp |
| Employer contribution / active EE | $1,822 | $2,378-23.4% | $4,818-62.2% | $2,588-29.6% |
| Participant deferral / active EE | $2,334 | $2,917-20.0% | $5,680-58.9% | $4,289-45.6% |
| Admin fee / account holder | $21 | $1,261-98.3% | $13,210-99.8% | $1,587-98.7% |