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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,942 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,442 |
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 | $120,013 | $55,415+116.6% | $155,509-22.8% | $74,495+61.1% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 15.66% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $7,300 | $2,267+222.0% | $4,672+56.2% | $2,623+178.3% |
| Participant deferral / active EE | $4,440 | $2,836+56.6% | $5,626-21.1% | $4,346+2.2% |
| Admin fee / account holder | $414 | $1,738-76.2% | $15,912-97.4% | $1,942-78.7% |