Filed January 3, 2023 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $271,879 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,722 | $53,136+1.1% | $155,509-65.5% | $199,593-73.1% |
| Participation rate | 91.5% | 64.1%+27.4pp | 78.2%+13.3pp | 72.0%+19.5pp |
| Annual return | 13.69% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,226 | $1,851-33.8% | $4,672-73.8% | $3,034-59.6% |
| Participant deferral / active EE | $4,946 | $3,161+56.5% | $5,626-12.1% | $5,087-2.8% |
| Admin fee / account holder | $112 | $185-39.5% | $15,912-99.3% | $269-58.2% |