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 | $97,013 |
Service code 27 · EIN 45-3171273 | Advisory (Plan) | $19,931 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $11,750 |
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 | $57,931 | $47,126+22.9% | $149,673-61.3% | $74,419-22.2% |
| Participation rate | 95.7% | 63.4%+32.3pp | 78.8%+16.9pp | 70.7%+25.0pp |
| Annual return | 18.58% | 22.75%-4.2pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,912 | $1,905+0.3% | $4,818-60.3% | $2,637-27.5% |
| Participant deferral / active EE | $4,947 | $2,728+81.4% | $5,680-12.9% | $4,528+9.3% |
| Admin fee / account holder | $256 | $343-25.2% | $13,210-98.1% | $348-26.3% |