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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,966 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,048 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,983 | $55,415-69.4% | $155,509-89.1% | $74,495-77.2% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 8.94% | 268.50%-259.6pp | 64.67%-55.7pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $1,278 | $2,267-43.6% | $4,672-72.6% | $2,623-51.3% |
| Participant deferral / active EE | $1,040 | $2,836-63.3% | $5,626-81.5% | $4,346-76.1% |
| Admin fee / account holder | $176 | $1,738-89.9% | $15,912-98.9% | $1,942-90.9% |