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 | $126,393 |
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 | $157,709 | $106,028+48.7% | $146,958+7.3% | $77,643+103.1% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 15.93% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,981 | $4,063-26.6% | $4,933-39.6% | $2,726+9.4% |
| Participant deferral / active EE | $8,931 | $7,990+11.8% | $8,070+10.7% | $4,647+92.2% |
| Admin fee / account holder | $272 | $337-19.3% | $12,998-97.9% | $430-36.7% |