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 13 · EIN 42-0127290 | Contract Administrator | $6,792 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,950 | $37,393-57.3% | $77,024-79.3% | $66,914-76.2% |
| Participation rate | 33.8% | 52.9%-19.1pp | 67.9%-34.1pp | 69.8%-36.0pp |
| Annual return | -19.26% | -3.29%-16.0pp | 42.32%-61.6pp | 1.58%-20.8pp |
| Employer contribution / active EE | $976 | $1,531-36.2% | $2,812-65.3% | $2,544-61.6% |
| Participant deferral / active EE | $1,504 | $2,617-42.5% | $4,426-66.0% | $4,237-64.5% |
| Admin fee / account holder | $108 | $567-81.0% | $5,425-98.0% | $593-81.8% |