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 | $145,297 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 17 · EIN 46-3825461 | Pension Consulting | $40,584 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,421 | $89,436-1.1% | $164,813-46.4% | $77,643+13.9% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.8pp |
| Annual return | 15.85% | 28.83%-13.0pp | 69.93%-54.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,616 | $2,569-37.1% | $4,341-62.8% | $2,726-40.7% |
| Participant deferral / active EE | $5,114 | $4,897+4.4% | $6,031-15.2% | $4,647+10.0% |
| Admin fee / account holder | $310 | $339-8.6% | $12,690-97.6% | $430-27.9% |