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 9-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 13 · EIN 42-0127290 | Contract Administrator | $17,429 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,662 | $73,034-3.2% | $77,163-8.4% | $80,160-11.8% |
| Participation rate | 97.2% | 78.1%+19.1pp | 69.6%+27.7pp | 72.9%+24.3pp |
| Annual return | 34.03% | 18.56%+15.5pp | 37.87%-3.8pp | 40.38%-6.4pp |
| Employer contribution / active EE | $6,925 | $2,779+149.2% | $2,535+173.2% | $2,978+132.6% |
| Participant deferral / active EE | $12,889 | $4,140+211.3% | $3,833+236.2% | $5,017+156.9% |
| Admin fee / account holder | $14 | $104-86.3% | $5,472-99.7% | $145-90.2% |