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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,002 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $459 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,216 | $89,652-9.4% | $141,162-42.5% | $65,185+24.6% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.5%-3.2pp | 70.2%+9.1pp |
| Annual return | 28.51% | 32.79%-4.3pp | 71.39%-42.9pp | 29.38%-0.9pp |
| Employer contribution / active EE | $3,982 | $3,065+29.9% | $4,735-15.9% | $2,177+82.9% |
| Participant deferral / active EE | $7,552 | $5,691+32.7% | $6,709+12.6% | $3,514+114.9% |
| Admin fee / account holder | $479 | $569-15.8% | $10,261-95.3% | $847-43.5% |