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 15 · EIN 01-0233346 | Recordkeeping | $867 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $741 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,856 | $50,637-41.0% | $86,590-65.5% | $62,292-52.1% |
| Participation rate | 85.4% | 67.9%+17.5pp | 73.5%+11.9pp | 69.5%+15.9pp |
| Annual return | 17.22% | 20.80%-3.6pp | 964.84%-947.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,297 | $2,075-37.5% | $2,839-54.3% | $2,042-36.5% |
| Participant deferral / active EE | $1,976 | $2,611-24.3% | $3,609-45.2% | $3,169-37.6% |
| Admin fee / account holder | $54 | $413-87.0% | $4,906-98.9% | $479-88.8% |