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 | $50,695 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,302 |
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.
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 | $44,139 | $87,870-49.8% | $113,168-61.0% | $74,304-40.6% |
| Participation rate | 66.7% | 70.7%-4.1pp | 76.6%-9.9pp | 60.3%+6.3pp |
| Annual return | 12.04% | 26.44%-14.4pp | 24.27%-12.2pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,811 | $2,277-20.5% | $2,975-39.1% | $2,241-19.2% |
| Participant deferral / active EE | $3,755 | $4,241-11.5% | $5,107-26.5% | $3,767-0.3% |
| Admin fee / account holder | $390 | $3,368-88.4% | $12,068-96.8% | $2,969-86.9% |