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 | $24,343 |
Service code 49 · EIN 52-2114207 | Other Services | $15,376 |
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 | $28,207 | $61,272-54.0% | $149,673-81.2% | $71,457-60.5% |
| Participation rate | 94.8% | 62.5%+32.3pp | 78.8%+16.0pp | 67.9%+26.8pp |
| Annual return | 20.03% | 35.85%-15.8pp | 134.42%-114.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,100 | $2,378-53.7% | $4,818-77.2% | $2,588-57.5% |
| Participant deferral / active EE | $5,251 | $2,917+80.0% | $5,680-7.6% | $4,289+22.4% |
| Admin fee / account holder | $89 | $1,261-92.9% | $13,210-99.3% | $1,587-94.4% |