Filed March 6, 2022
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 15 · EIN 01-0233346 XXX · XXX, AA 00000 | Recordkeeping | $4,859 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · XXX, AA 00000 | Advisory (Participants) | $742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,412 | $76,670-42.1% | $96,683-54.1% | $71,457-37.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 20.90% | 48.29%-27.4pp | 35.69%-14.8pp | 28.85%-8.0pp |
| Employer contribution / active EE | $9,410 | $3,031+210.4% | $3,737+151.8% | $2,588+263.7% |
| Participant deferral / active EE | $7,313 | $3,771+93.9% | $4,878+49.9% | $4,289+70.5% |
| Admin fee / account holder | $224 | $2,028-89.0% | $6,730-96.7% | $1,587-85.9% |