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 49 · EIN 52-2114207 | Other Services | $14,918 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,252 |
Filed as: WHILSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
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 | $166,559 | $215,321-22.6% | $143,757+15.9% | - |
| Participation rate | 85.9% | 60.1%+25.8pp | 80.3%+5.6pp | - |
| Annual return | -14.79% | -15.45%+0.7pp | -0.04%-14.7pp | - |
| Employer contribution / active EE | $7,033 | $1,875+275.1% | $4,951+42.1% | - |
| Participant deferral / active EE | $6,650 | $2,485+167.6% | $5,637+18.0% | - |
| Admin fee / account holder | $502 | $36,394-98.6% | $14,673-96.6% | - |