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 7-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 | $61,021 |
Service code 49 · EIN 52-2114207 | Other Services | $22,437 |
THE BENEFIT PRACTICE3 years Service code 13 · EIN 13-4144565 | Contract Administrator | $7,072 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,729 | $86,897-70.4% | $151,611-83.0% | $64,808-60.3% |
| Participation rate | 61.5% | 87.3%-25.8pp | 87.5%-26.0pp | 71.5%-10.0pp |
| Annual return | -4.08% | -3.57%-0.5pp | 3.33%-7.4pp | 32.82%-36.9pp |
| Employer contribution / active EE | $3,330 | $4,010-17.0% | $6,166-46.0% | $2,506+32.9% |
| Participant deferral / active EE | $6,804 | $6,690+1.7% | $8,363-18.6% | $4,310+57.8% |
| Admin fee / account holder | $269 | $153+75.9% | $11,616-97.7% | $188+43.3% |