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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.
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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 | $41,497 |
Service code 49 · EIN 41-0973005 | Other Services | $10,712 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,455 | $89,248-69.2% | $136,007-79.8% | $74,495-63.1% |
| Participation rate | 51.3% | 69.4%-18.1pp | 76.5%-25.2pp | 67.2%-15.9pp |
| Annual return | 10.83% | 22.76%-11.9pp | 579.32%-568.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,391 | $2,838-51.0% | $4,217-67.0% | $2,623-47.0% |
| Participant deferral / active EE | $2,021 | $4,598-56.1% | $7,025-71.2% | $4,346-53.5% |
| Admin fee / account holder | $349 | $1,545-77.4% | $6,858-94.9% | $1,942-82.0% |