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 4-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 | Recordkeeping | $1,202 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,759 | $34,934-37.7% | $56,411-61.4% | $74,495-70.8% |
| Participation rate | 31.8% | 32.8%-1.1pp | 52.5%-20.7pp | 67.2%-35.4pp |
| Annual return | 18.64% | 25.94%-7.3pp | 1701.33%-1682.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $927 | $609+52.2% | $1,039-10.7% | $2,623-64.7% |
| Participant deferral / active EE | $1,804 | $1,170+54.1% | $1,952-7.6% | $4,346-58.5% |
| Admin fee / account holder | $42 | $2,364-98.2% | $2,829-98.5% | $1,942-97.8% |