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 | $133,998 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 17 · EIN 46-3825461 | Pension Consulting | $42,855 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $100,056 | $108,549-7.8% | $156,263-36.0% | $85,563+16.9% |
| Participation rate | 97.9% | 77.1%+20.8pp | 78.9%+19.0pp | 66.0%+31.9pp |
| Annual return | 16.06% | 21.79%-5.7pp | 59.47%-43.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,369 | $2,690-11.9% | $4,333-45.3% | $2,654-10.7% |
| Participant deferral / active EE | $5,520 | $4,800+15.0% | $6,158-10.4% | $4,375+26.2% |
| Admin fee / account holder | $294 | $650-54.7% | $14,255-97.9% | $834-64.7% |