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 | $376,350 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,882 | $136,853-13.9% | $130,231-9.5% | $80,160+47.1% |
| Participation rate | 98.3% | 81.6%+16.7pp | 76.3%+22.0pp | 72.9%+25.4pp |
| Annual return | 9.36% | 22.66%-13.3pp | 38.77%-29.4pp | 40.38%-31.0pp |
| Employer contribution / active EE | $327 | $3,395-90.4% | $4,126-92.1% | $2,978-89.0% |
| Participant deferral / active EE | $3,871 | $5,856-33.9% | $6,799-43.1% | $5,017-22.8% |
| Admin fee / account holder | $88 | $184-52.3% | $6,020-98.5% | $145-39.5% |