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 9-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 15 · EIN 01-0233346 | Recordkeeping | $896 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,082 | $66,813-17.6% | $100,516-45.2% | $73,488-25.0% |
| Participation rate | 85.6% | 77.5%+8.1pp | 79.4%+6.2pp | 70.7%+14.9pp |
| Annual return | 57.38% | 25.70%+31.7pp | 30.89%+26.5pp | 28.51%+28.9pp |
| Employer contribution / active EE | $4,687 | $2,147+118.4% | $3,418+37.2% | $2,270+106.5% |
| Participant deferral / active EE | $9,335 | $5,883+58.7% | $6,270+48.9% | $3,740+149.6% |
| Admin fee / account holder | $358 | $512-30.2% | $8,081-95.6% | $513-30.3% |