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 | $1,533 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,852 | $93,571-32.8% | $135,903-53.8% | $75,163-16.4% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 67.2%+11.0pp |
| Annual return | 17.18% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $387 | $3,537-89.1% | $4,856-92.0% | $2,670-85.5% |
| Participant deferral / active EE | $4,973 | $6,404-22.3% | $7,758-35.9% | $4,125+20.6% |
| Admin fee / account holder | $347 | $6,975-95.0% | $10,762-96.8% | $5,651-93.9% |