Filed June 13, 2024 (most recent of 2 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 | $119,837 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,465 | $46,292-3.9% | $143,757-69.1% | $64,808-31.4% |
| Participation rate | 96.3% | 64.2%+32.1pp | 80.3%+16.0pp | 71.5%+24.8pp |
| Annual return | -16.18% | -10.05%-6.1pp | -0.04%-16.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,656 | $1,910-13.3% | $4,951-66.6% | $2,506-33.9% |
| Participant deferral / active EE | $4,258 | $2,646+61.0% | $5,637-24.5% | $4,310-1.2% |
| Admin fee / account holder | $220 | $154+43.1% | $14,673-98.5% | $188+17.1% |