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 9-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $22,159 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,347 | $81,248-71.3% | $155,509-85.0% | $80,856-71.1% |
| Participation rate | 50.9% | 66.2%-15.3pp | 78.2%-27.2pp | 67.6%-16.7pp |
| Annual return | 21.47% | 33.31%-11.8pp | 64.67%-43.2pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,535 | $3,100+14.0% | $4,672-24.3% | $2,755+28.3% |
| Participant deferral / active EE | $5,730 | $3,452+66.0% | $5,626+1.8% | $4,296+33.4% |
| Admin fee / account holder | $132 | $7,997-98.3% | $15,912-99.2% | $6,918-98.1% |