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 13 · EIN 42-0127290 | Contract Administrator | $62,649 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $28,325 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,112 | $46,292-45.8% | $143,757-82.5% | $64,808-61.3% |
| Participation rate | 95.0% | 64.2%+30.8pp | 80.3%+14.7pp | 71.5%+23.5pp |
| Annual return | -17.04% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,771 | $1,910-7.3% | $4,951-64.2% | $2,506-29.3% |
| Participant deferral / active EE | $3,058 | $2,646+15.6% | $5,637-45.8% | $4,310-29.1% |
| Admin fee / account holder | $131 | $154-14.8% | $14,673-99.1% | $188-30.2% |