Filed July 5, 2022 (most recent of 5 filings on file)
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 27 · EIN 93-0987232 | Advisory (Plan) | $70,376 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,630 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $109,230 | $102,553+6.5% | $151,611-28.0% | $66,914+63.2% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -17.47% | -10.82%-6.7pp | 3.33%-20.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $7,974 | $4,180+90.8% | $6,166+29.3% | $2,544+213.4% |
| Participant deferral / active EE | $6,502 | $6,641-2.1% | $8,363-22.3% | $4,237+53.5% |
| Admin fee / account holder | $339 | $630-46.2% | $11,616-97.1% | $593-42.9% |