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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.
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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 17 · EIN 13-5674085 | Pension Consulting | $36,538 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,584 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,856 | $96,484-6.9% | $156,263-42.5% | $74,304+20.9% |
| Participation rate | 62.5% | 67.7%-5.2pp | 78.9%-16.4pp | 60.3%+2.2pp |
| Annual return | 4.78% | 17.73%-12.9pp | 59.47%-54.7pp | 29.43%-24.7pp |
| Employer contribution / active EE | $3,054 | $2,528+20.8% | $4,333-29.5% | $2,241+36.3% |
| Participant deferral / active EE | $3,247 | $4,286-24.2% | $6,158-47.3% | $3,767-13.8% |
| Admin fee / account holder | $527 | $3,728-85.9% | $14,255-96.3% | $2,969-82.2% |