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 10-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 | $61,734 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,893 | $84,487+14.7% | $125,339-22.7% | $66,914+44.8% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.0pp | 69.8%+18.6pp |
| Annual return | -18.92% | -8.39%-10.5pp | 572.05%-591.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,193 | $3,553-10.1% | $4,814-33.7% | $2,544+25.5% |
| Participant deferral / active EE | $6,480 | $6,781-4.4% | $7,446-13.0% | $4,237+52.9% |
| Admin fee / account holder | $491 | $685-28.4% | $10,010-95.1% | $593-17.3% |