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 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $172 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,215 | $52,953-73.2% | $172,739-91.8% | $65,185-78.2% |
| Participation rate | 31.1% | 66.2%-35.1pp | 82.6%-51.5pp | 70.2%-39.1pp |
| Annual return | 30.55% | 30.12%+0.4pp | 802.84%-772.3pp | 29.38%+1.2pp |
| Employer contribution / active EE | $508 | $2,190-76.8% | $5,143-90.1% | $2,177-76.7% |
| Participant deferral / active EE | $925 | $2,471-62.5% | $5,198-82.2% | $3,514-73.7% |
| Admin fee / account holder | $21 | $472-95.7% | $13,954-99.9% | $847-97.6% |