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 | $6,001 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,077 |
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 | $33,531 | $56,152-40.3% | $185,823-82.0% | $73,409-54.3% |
| Participation rate | 94.8% | 67.6%+27.2pp | 78.0%+16.7pp | 72.2%+22.6pp |
| Annual return | 22.28% | 17.59%+4.7pp | 35.95%-13.7pp | 59.29%-37.0pp |
| Employer contribution / active EE | $616 | $1,532-59.8% | $4,087-84.9% | $2,234-72.4% |
| Participant deferral / active EE | $5,751 | $3,659+57.2% | $5,632+2.1% | $3,805+51.1% |
| Admin fee / account holder | $197 | $132+48.9% | $9,500-97.9% | $158+24.5% |