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 | $129,996 |
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 | $188,471 | $119,446+57.8% | $150,045+25.6% | $85,563+120.3% |
| Participation rate | 95.4% | 75.4%+20.0pp | 82.3%+13.1pp | 66.0%+29.5pp |
| Annual return | 16.95% | 23.72%-6.8pp | 62.55%-45.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $3,709 | $4,078-9.1% | $4,693-21.0% | $2,654+39.8% |
| Participant deferral / active EE | $10,504 | $7,985+31.5% | $7,997+31.3% | $4,375+140.1% |
| Admin fee / account holder | $282 | $548-48.5% | $13,435-97.9% | $834-66.2% |