Filed December 17, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,065 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,173 | $64,890+26.6% | $134,172-38.8% | $67,986+20.9% |
| Participation rate | 84.8% | 48.5%+36.3pp | 72.5%+12.4pp | 57.2%+27.6pp |
| Annual return | 14.98% | 16.12%-1.1pp | 25.30%-10.3pp | 31.67%-16.7pp |
| Employer contribution / active EE | $3,169 | $1,360+133.0% | $3,420-7.3% | $2,019+57.0% |
| Participant deferral / active EE | $5,015 | $2,289+119.1% | $4,690+6.9% | $3,358+49.3% |
| Admin fee / account holder | $693 | $3,140-77.9% | $12,016-94.2% | $3,203-78.4% |