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 | $71,006 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 17 · EIN 46-3825461 | Pension Consulting | $43,404 |
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 | $132,473 | $104,919+26.3% | $116,228+14.0% | $85,563+54.8% |
| Participation rate | 99.2% | 78.6%+20.6pp | 74.6%+24.6pp | 66.0%+33.2pp |
| Annual return | 14.79% | 15.38%-0.6pp | 90.06%-75.3pp | 31.51%-16.7pp |
| Employer contribution / active EE | $2,492 | $3,485-28.5% | $2,994-16.8% | $2,654-6.1% |
| Participant deferral / active EE | $7,718 | $5,306+45.5% | $4,953+55.8% | $4,375+76.4% |
| Admin fee / account holder | $174 | $429-59.5% | $11,989-98.6% | $834-79.2% |