Filed November 18, 2021 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,433 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,815 | $100,227+30.5% | $169,993-23.0% | $74,419+75.8% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 17.50% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,577 | $4,263-16.1% | $6,785-47.3% | $2,637+35.6% |
| Participant deferral / active EE | $7,558 | $7,143+5.8% | $10,408-27.4% | $4,528+66.9% |
| Admin fee / account holder | $143 | $234-38.9% | $12,815-98.9% | $348-58.8% |