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 | $17,583 |
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 | $8,023 | $51,045-84.3% | $70,515-88.6% | $71,457-88.8% |
| Participation rate | 86.4% | 59.4%+27.0pp | 68.3%+18.1pp | 67.9%+18.5pp |
| Annual return | 21.62% | 42.63%-21.0pp | 32.77%-11.1pp | 28.85%-7.2pp |
| Employer contribution / active EE | $659 | $1,790-63.2% | $2,973-77.8% | $2,588-74.5% |
| Participant deferral / active EE | $1,835 | $3,026-39.4% | $4,567-59.8% | $4,289-57.2% |
| Admin fee / account holder | $83 | $1,994-95.8% | $6,412-98.7% | $1,587-94.8% |