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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.
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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 (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,932 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,486 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,089 | $50,458-28.5% | $159,960-77.4% | $64,808-44.3% |
| Participation rate | 98.5% | 68.0%+30.5pp | 78.0%+20.5pp | 71.5%+27.0pp |
| Annual return | -17.96% | -13.42%-4.5pp | 408.60%-426.6pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,049 | $1,722+77.0% | $4,226-27.8% | $2,506+21.7% |
| Participant deferral / active EE | $7,079 | $4,004+76.8% | $6,182+14.5% | $4,310+64.2% |
| Admin fee / account holder | $238 | $706-66.3% | $8,698-97.3% | $188+26.6% |