Filed April 17, 2018 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $6,490 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,946 | $102,553-59.1% | $151,611-72.3% | $66,914-37.3% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -9.76% | -10.82%+1.1pp | 3.33%-13.1pp | 1.58%-11.3pp |
| Employer contribution / active EE | $2,416 | $4,180-42.2% | $6,166-60.8% | $2,544-5.0% |
| Participant deferral / active EE | $7,250 | $6,641+9.2% | $8,363-13.3% | $4,237+71.1% |
| Admin fee / account holder | $27 | $630-95.6% | $11,616-99.8% | $593-95.4% |