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 10-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 13 · EIN 42-0127290 | Contract Administrator | $105,302 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $137,831 | $95,274+44.7% | $135,903+1.4% | $74,419+85.2% |
| Participation rate | 93.2% | 78.2%+15.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 20.85% | 32.77%-11.9pp | 68.23%-47.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,782 | $3,874-28.2% | $4,856-42.7% | $2,637+5.5% |
| Participant deferral / active EE | $8,427 | $7,782+8.3% | $7,758+8.6% | $4,528+86.1% |
| Admin fee / account holder | $236 | $266-11.4% | $10,762-97.8% | $348-32.2% |