Filed January 23, 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 | $45,173 |
Service code 49 · EIN 52-2114207 | Other Services | $21,719 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,374 | $44,960+3.1% | $84,966-45.4% | $74,495-37.7% |
| Participation rate | 97.4% | 49.4%+48.1pp | 67.5%+29.9pp | 67.2%+30.2pp |
| Annual return | 26.20% | 26.24%0pp | 66.38%-40.2pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $3,930 | $1,457+169.7% | $2,727+44.1% | $2,623+49.8% |
| Participant deferral / active EE | $4,171 | $2,731+52.7% | $4,519-7.7% | $4,346-4.0% |
| Admin fee / account holder | $323 | $2,209-85.4% | $6,149-94.8% | $1,942-83.4% |