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 15 · EIN 01-0233346 | Recordkeeping | $3,514 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,540 | $91,407-30.5% | $135,903-53.2% | $71,457-11.1% |
| Participation rate | 79.7% | 75.7%+4.1pp | 81.9%-2.2pp | 67.9%+11.8pp |
| Annual return | 19.26% | 29.90%-10.6pp | 68.23%-49.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $3,654 | $3,703-1.3% | $4,856-24.7% | $2,588+41.2% |
| Participant deferral / active EE | $7,676 | $7,092+8.2% | $7,758-1.1% | $4,289+79.0% |
| Admin fee / account holder | $537 | $1,266-57.6% | $10,762-95.0% | $1,587-66.2% |