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 | $575 |
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 | $93,697 | $99,957-6.3% | $149,696-37.4% | $73,488+27.5% |
| Participation rate | 92.8% | 75.7%+17.1pp | 82.5%+10.3pp | 70.7%+22.1pp |
| Annual return | 18.13% | 53.87%-35.7pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,771 | $3,191-44.5% | $4,644-61.9% | $2,270-22.0% |
| Participant deferral / active EE | $6,433 | $6,073+5.9% | $6,842-6.0% | $3,740+72.0% |
| Admin fee / account holder | $450 | $551-18.2% | $9,309-95.2% | $513-12.2% |