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 15 · EIN 01-0233346 | Recordkeeping | $474 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,844 | $73,102-15.4% | $123,544-49.9% | $56,287+9.9% |
| Participation rate | 91.0% | 74.3%+16.7pp | 82.3%+8.7pp | 69.9%+21.2pp |
| Annual return | -6.57% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,645 | $2,977-44.7% | $4,628-64.4% | $2,111-22.1% |
| Participant deferral / active EE | $5,994 | $5,423+10.5% | $6,426-6.7% | $3,350+78.9% |
| Admin fee / account holder | $432 | $554-21.9% | $9,284-95.3% | $521-17.0% |