Filed August 2, 2018
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,652 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $427 |
Filed as: WILSHIRE ASSCOAITES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
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).
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 | $59,792 | $57,976+3.1% | $62,995-5.1% | $62,292-4.0% |
| Participation rate | 50.5% | 75.9%-25.5pp | 74.8%-24.3pp | 69.5%-19.0pp |
| Annual return | 13.77% | 17.54%-3.8pp | 87.57%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,317 | $2,415-45.5% | $2,759-52.3% | $2,042-35.5% |
| Participant deferral / active EE | $2,541 | $2,956-14.0% | $3,329-23.7% | $3,169-19.8% |
| Admin fee / account holder | $109 | $276-60.3% | $3,600-97.0% | $479-77.2% |