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 6-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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,123 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,798 | $84,487-60.0% | $125,339-73.0% | $66,914-49.5% |
| Participation rate | 92.7% | 76.4%+16.3pp | 82.4%+10.3pp | 69.8%+22.9pp |
| Annual return | -13.88% | -8.39%-5.5pp | 572.05%-585.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,973 | $3,553+68.1% | $4,814+24.1% | $2,544+134.8% |
| Participant deferral / active EE | $11,838 | $6,781+74.6% | $7,446+59.0% | $4,237+179.4% |
| Admin fee / account holder | $28 | $685-95.9% | $10,010-99.7% | $593-95.2% |