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 10-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 | $1,102 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $580 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,230 | $70,908-64.4% | $98,907-74.5% | $73,488-65.7% |
| Participation rate | 88.2% | 73.8%+14.4pp | 76.0%+12.2pp | 70.7%+17.5pp |
| Annual return | 16.69% | 34.17%-17.5pp | 196.43%-179.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,666 | $2,036-18.2% | $2,689-38.0% | $2,270-26.6% |
| Participant deferral / active EE | $3,088 | $3,500-11.8% | $4,244-27.3% | $3,740-17.4% |
| Admin fee / account holder | $215 | $535-59.9% | $6,642-96.8% | $513-58.2% |