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 5-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 | $18,709 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,424 | $81,248-83.5% | $155,509-91.4% | $80,856-83.4% |
| Participation rate | 96.7% | 66.2%+30.5pp | 78.2%+18.5pp | 67.6%+29.1pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,486 | $3,100-52.1% | $4,672-68.2% | $2,755-46.0% |
| Participant deferral / active EE | $3,478 | $3,452+0.8% | $5,626-38.2% | $4,296-19.0% |
| Admin fee / account holder | $169 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |