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 15 · EIN 01-0233346 | Recordkeeping | $1,413 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,374 | $82,664-42.7% | $125,339-62.2% | $68,494-30.8% |
| Participation rate | 65.3% | 75.0%-9.7pp | 82.4%-17.1pp | 67.9%-2.6pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,695 | $3,381+38.9% | $4,814-2.5% | $2,596+80.8% |
| Participant deferral / active EE | $8,999 | $6,110+47.3% | $7,446+20.9% | $4,027+123.5% |
| Admin fee / account holder | $287 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |