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 | $8,349 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,631 | $122,239-50.4% | $184,203-67.1% | $74,495-18.6% |
| Participation rate | 95.1% | 85.5%+9.6pp | 86.8%+8.3pp | 67.2%+27.9pp |
| Annual return | 35.58% | 19.95%+15.6pp | 28.81%+6.8pp | 1364.94%-1329.4pp |
| Employer contribution / active EE | $2,162 | $4,537-52.4% | $6,427-66.4% | $2,623-17.6% |
| Participant deferral / active EE | $7,381 | $7,139+3.4% | $9,131-19.2% | $4,346+69.8% |
| Admin fee / account holder | $31 | $1,260-97.6% | $13,901-99.8% | $1,942-98.4% |