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 | $46,815 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,747 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,581 | $79,171-46.2% | $102,423-58.4% | $74,495-42.8% |
| Participation rate | 56.0% | 74.8%-18.8pp | 76.5%-20.5pp | 67.2%-11.2pp |
| Annual return | 12.33% | 54.93%-42.6pp | 29.32%-17.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,380 | $2,362-41.6% | $3,023-54.4% | $2,623-47.4% |
| Participant deferral / active EE | $2,818 | $4,415-36.2% | $5,053-44.2% | $4,346-35.2% |
| Admin fee / account holder | $375 | $2,001-81.3% | $9,451-96.0% | $1,942-80.7% |