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 | $16,787 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,672 |
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 | $14,204 | $73,867-80.8% | $143,757-90.1% | $68,494-79.3% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -17.02% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,002 | $3,184-68.5% | $4,951-79.8% | $2,596-61.4% |
| Participant deferral / active EE | $1,544 | $3,384-54.4% | $5,637-72.6% | $4,027-61.7% |
| Admin fee / account holder | $234 | $5,755-95.9% | $14,673-98.4% | $5,403-95.7% |