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 13 · EIN 42-0127290 | Contract Administrator | $118,932 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,895 | $88,890+256.5% | $102,423+209.4% | $77,643+308.1% |
| Participation rate | 72.8% | 80.9%-8.2pp | 76.5%-3.7pp | 70.6%+2.2pp |
| Annual return | 12.42% | 24.98%-12.6pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $783 | $2,698-71.0% | $3,023-74.1% | $2,726-71.3% |
| Participant deferral / active EE | $6,672 | $5,145+29.7% | $5,053+32.0% | $4,647+43.6% |
| Admin fee / account holder | $321 | $235+36.3% | $9,451-96.6% | $430-25.4% |