Filed May 29, 2023 (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 | $21,871 |
Service code 49 · EIN 52-2114207 | Other Services | $13,996 |
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 | $21,329 | $65,061-67.2% | $143,757-85.2% | $66,914-68.1% |
| Participation rate | 96.9% | 65.2%+31.8pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | -16.56% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $944 | $2,361-60.0% | $4,951-80.9% | $2,544-62.9% |
| Participant deferral / active EE | $5,039 | $2,919+72.7% | $5,637-10.6% | $4,237+18.9% |
| Admin fee / account holder | $78 | $502-84.5% | $14,673-99.5% | $593-86.9% |