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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,743 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $98 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,731 | $75,183-4.6% | $123,892-42.1% | $55,167+30.0% |
| Participation rate | 69.0% | 72.8%-3.8pp | 81.4%-12.4pp | 69.0%0pp |
| Annual return | 8.85% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,379 | $2,823-51.2% | $4,617-70.1% | $1,963-29.7% |
| Participant deferral / active EE | $4,612 | $5,084-9.3% | $5,984-22.9% | $3,054+51.0% |
| Admin fee / account holder | $21 | $663-96.9% | $8,357-99.8% | $504-95.9% |