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 | $36,057 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,426 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,110 | $76,050-55.1% | $96,544-64.7% | $71,457-52.3% |
| Participation rate | 59.5% | 74.4%-14.9pp | 76.0%-16.5pp | 67.9%-8.4pp |
| Annual return | 60.37% | 22.81%+37.6pp | 25.84%+34.5pp | 28.85%+31.5pp |
| Employer contribution / active EE | $1,367 | $2,244-39.1% | $2,965-53.9% | $2,588-47.2% |
| Participant deferral / active EE | $2,723 | $4,215-35.4% | $4,851-43.9% | $4,289-36.5% |
| Admin fee / account holder | $309 | $2,707-88.6% | $8,252-96.3% | $1,587-80.6% |