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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.
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 13 · EIN 42-0127290 | Contract Administrator | $61,195 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,268 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,816 | $96,484+23.1% | $156,263-24.0% | $74,304+59.9% |
| Participation rate | 92.3% | 67.7%+24.6pp | 78.9%+13.3pp | 60.3%+31.9pp |
| Annual return | 12.81% | 17.73%-4.9pp | 59.47%-46.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $948 | $2,528-62.5% | $4,333-78.1% | $2,241-57.7% |
| Participant deferral / active EE | $6,567 | $4,286+53.2% | $6,158+6.6% | $3,767+74.3% |
| Admin fee / account holder | $440 | $3,728-88.2% | $14,255-96.9% | $2,969-85.2% |