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 | $237 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $187 |
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 | $18,880 | $58,879-67.9% | $178,490-89.4% | $73,488-74.3% |
| Participation rate | 31.1% | 66.2%-35.1pp | 81.9%-50.8pp | 70.7%-39.5pp |
| Annual return | 25.60% | 24.86%+0.7pp | 151.07%-125.5pp | 28.51%-2.9pp |
| Employer contribution / active EE | $588 | $2,236-73.7% | $5,011-88.3% | $2,270-74.1% |
| Participant deferral / active EE | $1,012 | $2,567-60.6% | $5,202-80.6% | $3,740-72.9% |
| Admin fee / account holder | $14 | $400-96.4% | $13,984-99.9% | $513-97.2% |