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 | $4,910 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,709 | $56,638-19.3% | $169,368-73.0% | $74,419-38.6% |
| Participation rate | 99.2% | 67.5%+31.7pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 21.91% | 24.75%-2.8pp | 405.60%-383.7pp | 34.38%-12.5pp |
| Employer contribution / active EE | $2,716 | $2,027+34.0% | $4,013-32.3% | $2,637+3.0% |
| Participant deferral / active EE | $6,895 | $4,223+63.3% | $6,221+10.8% | $4,528+52.3% |
| Admin fee / account holder | $314 | $307+2.4% | $9,003-96.5% | $348-9.8% |