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 8-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 | $25,680 |
Service code 49 · EIN 36-3810558 | Other Services | $6,783 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,672 | $54,517-82.3% | $75,972-87.3% | $74,495-87.0% |
| Participation rate | 88.8% | 60.3%+28.5pp | 69.1%+19.8pp | 67.2%+21.6pp |
| Annual return | 13.75% | 31.82%-18.1pp | 359.55%-345.8pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $836 | $1,777-52.9% | $2,685-68.9% | $2,623-68.1% |
| Participant deferral / active EE | $2,391 | $3,066-22.0% | $4,255-43.8% | $4,346-45.0% |
| Admin fee / account holder | $108 | $2,229-95.1% | $6,467-98.3% | $1,942-94.4% |