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 10-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 | $43,403 |
Service code 27 · EIN 32-0483695 | Advisory (Plan) | $27,753 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $7,006 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,075 | $76,670-7.3% | $96,683-26.5% | $71,457-0.5% |
| Participation rate | 57.0% | 66.6%-9.6pp | 74.3%-17.3pp | 67.9%-10.9pp |
| Annual return | 14.43% | 48.29%-33.9pp | 35.69%-21.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $736 | $3,031-75.7% | $3,737-80.3% | $2,588-71.5% |
| Participant deferral / active EE | $2,945 | $3,771-21.9% | $4,878-39.6% | $4,289-31.3% |
| Admin fee / account holder | $488 | $2,028-76.0% | $6,730-92.8% | $1,587-69.3% |