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 | $72,619 |
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.)
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 | $112,431 | $91,407+23.0% | $135,903-17.3% | $71,457+57.3% |
| Participation rate | 91.5% | 75.7%+15.9pp | 81.9%+9.6pp | 67.9%+23.6pp |
| Annual return | 23.80% | 29.90%-6.1pp | 68.23%-44.4pp | 28.85%-5.1pp |
| Employer contribution / active EE | $3,367 | $3,703-9.1% | $4,856-30.7% | $2,588+30.1% |
| Participant deferral / active EE | $7,097 | $7,092+0.1% | $7,758-8.5% | $4,289+65.5% |
| Admin fee / account holder | $501 | $1,266-60.4% | $10,762-95.3% | $1,587-68.4% |