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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $54,555 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $5,141 |
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 | $52,684 | $49,915+5.5% | $154,803-66.0% | $74,304-29.1% |
| Participation rate | 95.7% | 54.0%+41.8pp | 78.1%+17.7pp | 60.3%+35.4pp |
| Annual return | 16.17% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,537 | $1,611+57.5% | $4,305-41.1% | $2,241+13.2% |
| Participant deferral / active EE | $4,266 | $2,255+89.2% | $5,540-23.0% | $3,767+13.3% |
| Admin fee / account holder | $265 | $2,189-87.9% | $14,329-98.1% | $2,969-91.1% |