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 | $75,304 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,701 | $44,764-42.6% | $68,791-62.6% | $64,808-60.3% |
| Participation rate | 94.2% | 64.8%+29.4pp | 69.0%+25.1pp | 71.5%+22.7pp |
| Annual return | -15.83% | -10.91%-4.9pp | -6.38%-9.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,139 | $1,775-35.8% | $2,655-57.1% | $2,506-54.5% |
| Participant deferral / active EE | $3,230 | $3,238-0.2% | $3,941-18.0% | $4,310-25.1% |
| Admin fee / account holder | $86 | $151-43.0% | $4,932-98.3% | $188-54.1% |