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 | $362,971 |
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 | $119,101 | $148,970-20.1% | $136,007-12.4% | $199,593-40.3% |
| Participation rate | 80.0% | 79.4%+0.7pp | 76.5%+3.6pp | 72.0%+8.1pp |
| Annual return | 2.91% | 27.07%-24.2pp | 579.32%-576.4pp | 34.25%-31.3pp |
| Employer contribution / active EE | $1,012 | $3,561-71.6% | $4,217-76.0% | $3,034-66.7% |
| Participant deferral / active EE | $3,423 | $6,140-44.3% | $7,025-51.3% | $5,087-32.7% |
| Admin fee / account holder | $87 | $144-39.7% | $6,858-98.7% | $269-67.7% |