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 | $68,914+19.2% | $136,749-39.9% | $74,304+10.6% |
| Participation rate | 84.8% | 51.3%+33.5pp | 72.1%+12.7pp | 60.3%+24.5pp |
| Annual return | 14.98% | 16.34%-1.4pp | 24.33%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,169 | $1,561+102.9% | $3,400-6.8% | $2,241+41.4% |
| Participant deferral / active EE | $5,015 | $2,541+97.4% | $4,692+6.9% | $3,767+33.1% |
| Admin fee / account holder | $693 | $3,149-78.0% | $11,386-93.9% | $2,969-76.7% |