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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.
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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 15 · EIN 01-0233346 | Recordkeeping | $6,622 |
Filed as: WILSHIRE ASSOCIATES INC Service code 14 · EIN 95-2755361 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,639 | $30,588+13.2% | $53,898-35.7% | $85,563-59.5% |
| Participation rate | 48.8% | 26.3%+22.5pp | 55.0%-6.2pp | 66.0%-17.2pp |
| Annual return | 10.22% | 50.42%-40.2pp | 528.60%-518.4pp | 31.51%-21.3pp |
| Employer contribution / active EE | $868 | $436+99.2% | $932-6.8% | $2,654-67.3% |
| Participant deferral / active EE | $1,448 | $848+70.7% | $1,826-20.7% | $4,375-66.9% |
| Admin fee / account holder | $199 | $1,879-89.4% | $2,491-92.0% | $834-76.1% |