Filed October 14, 2015
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $359,942 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,146 | $140,190-10.7% | $115,756+8.1% | $77,904+60.6% |
| Participation rate | 97.9% | 81.0%+16.9pp | 77.1%+20.8pp | 73.7%+24.2pp |
| Annual return | 2.98% | -13.46%+16.4pp | 143.14%-140.2pp | 12.21%-9.2pp |
| Employer contribution / active EE | $1,303 | $3,169-58.9% | $3,793-65.7% | $2,848-54.3% |
| Participant deferral / active EE | $3,825 | $5,401-29.2% | $6,254-38.8% | $4,806-20.4% |
| Admin fee / account holder | $89 | $138-35.7% | $8,124-98.9% | $133-32.8% |