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 | $1,395 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,249 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,652 | $60,124-42.4% | $90,404-61.7% | $79,858-56.6% |
| Participation rate | 80.8% | 65.0%+15.8pp | 72.7%+8.1pp | 69.6%+11.2pp |
| Annual return | 15.03% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $165 | $2,068-92.0% | $3,262-95.0% | $2,471-93.3% |
| Participant deferral / active EE | $1,837 | $2,938-37.5% | $3,963-53.7% | $3,740-50.9% |
| Admin fee / account holder | $88 | $3,976-97.8% | $5,611-98.4% | $5,306-98.3% |