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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $484 |
Service code 15 · EIN 13-3646501 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,328 | $44,425-45.2% | $67,834-64.1% | $55,167-55.9% |
| Participation rate | 33.9% | 59.7%-25.8pp | 68.8%-34.9pp | 69.0%-35.1pp |
| Annual return | 6.46% | 17.80%-11.3pp | 138.47%-132.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $405 | $1,351-70.1% | $2,403-83.2% | $1,963-79.4% |
| Participant deferral / active EE | $1,276 | $2,166-41.1% | $3,160-59.6% | $3,054-58.2% |
| Admin fee / account holder | $245 | $530-53.7% | $4,622-94.7% | $504-51.3% |