Filed August 30, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,665 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,816 | $160,882+59.6% | $200,582+28.0% | $102,872+149.6% |
| Participation rate | 99.6% | 91.2%+8.4pp | 86.9%+12.7pp | 73.0%+26.5pp |
| Annual return | 17.29% | 18.15%-0.9pp | 42.33%-25.0pp | 19.06%-1.8pp |
| Employer contribution / active EE | $10,137 | $5,602+81.0% | $6,419+57.9% | $3,526+187.5% |
| Participant deferral / active EE | $6,436 | $9,300-30.8% | $9,331-31.0% | $5,535+16.3% |
| Admin fee / account holder | $39 | $125-68.4% | $16,305-99.8% | $292-86.5% |