Filed November 1, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $439,494 |
Service code 27 · EIN 32-0483695 | Advisory (Plan) | $198,095 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,895 | $122,693-65.0% | $184,203-76.7% | $199,593-78.5% |
| Participation rate | 90.5% | 86.8%+3.8pp | 86.8%+3.7pp | 72.0%+18.6pp |
| Annual return | 22.56% | 143.91%-121.4pp | 28.81%-6.3pp | 34.25%-11.7pp |
| Employer contribution / active EE | $1,935 | $4,584-57.8% | $6,427-69.9% | $3,034-36.2% |
| Participant deferral / active EE | $5,301 | $7,990-33.7% | $9,131-41.9% | $5,087+4.2% |
| Admin fee / account holder | $185 | $121+53.8% | $13,901-98.7% | $269-31.0% |