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 | $111,016 |
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 | $27,897 | $54,193-48.5% | $93,606-70.2% | $77,643-64.1% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | 15.11% | 30.54%-15.4pp | 133.20%-118.1pp | 31.24%-16.1pp |
| Employer contribution / active EE | $490 | $1,168-58.1% | $2,420-79.8% | $2,726-82.0% |
| Participant deferral / active EE | $3,133 | $3,144-0.4% | $4,411-29.0% | $4,647-32.6% |
| Admin fee / account holder | $146 | $576-74.7% | $8,285-98.2% | $430-66.1% |