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 | $28,193 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $1,093 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,723 | $96,128-21.2% | $136,007-44.3% | $80,856-6.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.18% | 28.71%-18.5pp | 579.32%-569.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,923 | $3,351+17.1% | $4,217-7.0% | $2,755+42.4% |
| Participant deferral / active EE | $3,707 | $5,709-35.1% | $7,025-47.2% | $4,296-13.7% |
| Admin fee / account holder | $371 | $8,236-95.5% | $6,858-94.6% | $6,918-94.6% |