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 8-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 13 · EIN 42-0127290 | Contract Administrator | $42,893 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $22,952 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,623 | $80,717-24.9% | $154,803-60.8% | $84,808-28.5% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 35.56% | 37.96%-2.4pp | 58.88%-23.3pp | 40.90%-5.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,936 | $3,303+19.2% | $5,540-29.0% | $4,212-6.5% |
| Admin fee / account holder | $433 | $6,746-93.6% | $14,329-97.0% | $7,344-94.1% |