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 5-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 15 · EIN 01-0233346 | Recordkeeping | $7,370 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $5,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,806 | $62,624-2.9% | $177,989-65.8% | $77,643-21.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 14.33% | 16.16%-1.8pp | 294.48%-280.2pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,141 | $1,909+64.6% | $3,949-20.4% | $2,726+15.2% |
| Participant deferral / active EE | $7,646 | $4,219+81.2% | $6,276+21.8% | $4,647+64.5% |
| Admin fee / account holder | $438 | $386+13.4% | $10,363-95.8% | $430+1.7% |