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 49 · EIN 52-2114207 | Other Services | $16,335 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,302 |
Filed as: WHILSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $146,938 | $91,190+61.1% | $178,490-17.7% | $79,858+84.0% |
| Participation rate | 91.3% | 69.2%+22.1pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 13.29% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,779 | $3,256+77.5% | $5,011+15.3% | $2,471+133.9% |
| Participant deferral / active EE | $5,822 | $3,236+79.9% | $5,202+11.9% | $3,740+55.7% |
| Admin fee / account holder | $299 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |