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 | $126,926 |
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 | $55,577 | $42,353+31.2% | $79,550-30.1% | $64,808-14.2% |
| Participation rate | 97.0% | 64.8%+32.3pp | 69.5%+27.5pp | 71.5%+25.6pp |
| Annual return | -16.87% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $651 | $1,181-44.9% | $2,413-73.0% | $2,506-74.0% |
| Participant deferral / active EE | $6,964 | $3,170+119.7% | $3,985+74.7% | $4,310+61.6% |
| Admin fee / account holder | $165 | $160+3.6% | $6,832-97.6% | $188-11.9% |