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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.5 years Service code 15 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $2,566 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,446 | $71,883+11.9% | $86,677-7.2% | $68,494+17.4% |
| Participation rate | 96.8% | 72.2%+24.5pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -18.28% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,048 | $2,173-5.8% | $2,836-27.8% | $2,596-21.1% |
| Participant deferral / active EE | $4,223 | $3,779+11.8% | $4,656-9.3% | $4,027+4.9% |
| Admin fee / account holder | $472 | $6,112-92.3% | $7,493-93.7% | $5,403-91.3% |