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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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $910 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,377 | $64,119-33.9% | $112,228-62.2% | $66,914-36.7% |
| Participation rate | 69.3% | 68.5%+0.8pp | 75.1%-5.8pp | 69.8%-0.5pp |
| Annual return | -5.44% | -13.81%+8.4pp | 27.45%-32.9pp | 1.58%-7.0pp |
| Employer contribution / active EE | $3,542 | $3,005+17.9% | $3,635-2.6% | $2,544+39.2% |
| Participant deferral / active EE | $2,723 | $3,693-26.3% | $4,728-42.4% | $4,237-35.7% |
| Admin fee / account holder | $416 | $625-33.4% | $6,410-93.5% | $593-29.8% |