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 13 · EIN 42-0127290 | Contract Administrator | $42,486 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $78,498 | $55,416+41.7% | $75,972+3.3% | $77,643+1.1% |
| Participation rate | 97.8% | 63.6%+34.3pp | 69.1%+28.8pp | 70.6%+27.3pp |
| Annual return | 13.43% | 17.07%-3.6pp | 359.55%-346.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,081 | $1,788-39.5% | $2,685-59.7% | $2,726-60.3% |
| Participant deferral / active EE | $5,432 | $3,447+57.6% | $4,255+27.6% | $4,647+16.9% |
| Admin fee / account holder | $95 | $414-77.1% | $6,467-98.5% | $430-78.0% |