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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 | $41,404 |
SIGMA FINANCIAL CORPORATION5 years Service code 49 · EIN 38-2472555 | Other Services | $14,785 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,569 | $59,417-18.3% | $93,606-48.1% | $74,495-34.8% |
| Participation rate | 95.7% | 59.7%+36.1pp | 68.7%+27.0pp | 67.2%+28.5pp |
| Annual return | 10.59% | 81.83%-71.2pp | 133.20%-122.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,629 | $3,050+19.0% | $4,411-17.7% | $4,346-16.5% |
| Admin fee / account holder | $323 | $3,021-89.3% | $8,285-96.1% | $1,942-83.3% |