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 13 · EIN 42-0127290 | Contract Administrator | $90,279 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $35,874 |
Service code 49 · EIN 53-0197895 | Other Services | $10,208 |
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 | $128,988 | $130,194-0.9% | $169,993-24.1% | $71,457+80.5% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 18.75% | 20.37%-1.6pp | 53.37%-34.6pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,639 | $4,381-39.8% | $6,785-61.1% | $2,588+2.0% |
| Participant deferral / active EE | $6,309 | $6,923-8.9% | $10,408-39.4% | $4,289+47.1% |
| Admin fee / account holder | $461 | $966-52.3% | $12,815-96.4% | $1,587-71.0% |