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 | $20,159 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,035 | $73,360+3.6% | $177,989-57.3% | $74,495+2.1% |
| Participation rate | 75.8% | 66.6%+9.2pp | 77.1%-1.3pp | 67.2%+8.6pp |
| Annual return | 19.40% | 17.49%+1.9pp | 294.48%-275.1pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $1,748 | $2,216-21.1% | $3,949-55.7% | $2,623-33.4% |
| Participant deferral / active EE | $2,678 | $4,513-40.7% | $6,276-57.3% | $4,346-38.4% |
| Admin fee / account holder | $326 | $1,808-82.0% | $10,363-96.9% | $1,942-83.2% |