Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $528 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $55,437-43.1% | $155,534-79.7% | $74,459-57.7% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 12.70% | 269.58%-256.9pp | 64.92%-52.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $4,093 | $2,266+80.6% | $4,675-12.4% | $2,626+55.9% |
| Participant deferral / active EE | $6,008 | $2,837+111.8% | $5,630+6.7% | $4,350+38.1% |
| Admin fee / account holder | $159 | $1,742-90.9% | $15,900-99.0% | $1,945-91.8% |