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 8-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 | $67,806 |
Service code 49 · EIN 52-2114207 | Other Services | $22,800 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,926 | $45,031-22.4% | $84,966-58.9% | $77,643-55.0% |
| Participation rate | 62.7% | 48.7%+14.0pp | 67.5%-4.8pp | 70.6%-7.9pp |
| Annual return | 15.17% | 79.22%-64.0pp | 66.38%-51.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,387 | $1,609-13.8% | $2,727-49.2% | $2,726-49.1% |
| Participant deferral / active EE | $3,118 | $2,807+11.0% | $4,519-31.0% | $4,647-32.9% |
| Admin fee / account holder | $222 | $912-75.7% | $6,149-96.4% | $430-48.5% |