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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 | $12,279 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,665 | $58,264-80.0% | $86,612-86.5% | $71,457-83.7% |
| Participation rate | 63.4% | 65.0%-1.6pp | 71.7%-8.3pp | 67.9%-4.5pp |
| Annual return | 11.77% | 21.63%-9.9pp | 591.07%-579.3pp | 28.85%-17.1pp |
| Employer contribution / active EE | $698 | $2,574-72.9% | $3,022-76.9% | $2,588-73.0% |
| Participant deferral / active EE | $986 | $3,436-71.3% | $4,438-77.8% | $4,289-77.0% |
| Admin fee / account holder | $112 | $1,057-89.4% | $5,614-98.0% | $1,587-93.0% |