Filed December 13, 2021 (most recent of 14 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 | $258,961 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,409 |
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 | $58,691 | $84,000-30.1% | $119,609-50.9% | $77,904-24.7% |
| Participation rate | 92.1% | 77.8%+14.2pp | 79.3%+12.8pp | 73.7%+18.4pp |
| Annual return | 5.39% | -11.59%+17.0pp | -14.97%+20.4pp | 12.21%-6.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,232-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,289 | $4,705-8.8% | $5,602-23.4% | $4,806-10.7% |
| Admin fee / account holder | $104 | $116-10.3% | $10,323-99.0% | $133-21.6% |