Filed October 11, 2016
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 | $105,753 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,489 | $119,446+32.7% | $150,045+5.6% | $85,563+85.2% |
| Participation rate | 97.3% | 75.4%+21.9pp | 82.3%+15.0pp | 66.0%+31.4pp |
| Annual return | 20.11% | 23.72%-3.6pp | 62.55%-42.4pp | 31.51%-11.4pp |
| Employer contribution / active EE | $2,060 | $4,078-49.5% | $4,693-56.1% | $2,654-22.4% |
| Participant deferral / active EE | $11,043 | $7,985+38.3% | $7,997+38.1% | $4,375+152.4% |
| Admin fee / account holder | $189 | $548-65.4% | $13,435-98.6% | $834-77.3% |