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 13 · EIN 42-0127290 | Contract Administrator | $12,103 |
Filed as: WILSHIRE ASSOCIATES INCORPORATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,130 | $47,922-66.3% | $75,886-78.7% | $65,185-75.3% |
| Participation rate | 43.4% | 63.0%-19.6pp | 69.3%-25.9pp | 70.2%-26.8pp |
| Annual return | 30.96% | 24.12%+6.8pp | 30.76%+0.2pp | 29.38%+1.6pp |
| Employer contribution / active EE | $1,166 | $1,557-25.1% | $2,500-53.4% | $2,177-46.4% |
| Participant deferral / active EE | $1,748 | $2,550-31.5% | $3,603-51.5% | $3,514-50.3% |
| Admin fee / account holder | $166 | $532-68.8% | $5,418-96.9% | $847-80.4% |