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 |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $20,002 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,505 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $96,713 | $102,317-5.5% | $146,958-34.2% | $80,856+19.6% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 11.93% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $7,000 | $3,713+88.5% | $4,933+41.9% | $2,755+154.1% |
| Participant deferral / active EE | $14,679 | $6,644+120.9% | $8,070+81.9% | $4,296+241.7% |
| Admin fee / account holder | $134 | $7,941-98.3% | $12,998-99.0% | $6,918-98.1% |