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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.
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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 | $594 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,620 | $84,487-1.0% | $125,339-33.3% | $66,914+25.0% |
| Participation rate | 95.6% | 76.4%+19.2pp | 82.4%+13.3pp | 69.8%+25.8pp |
| Annual return | -17.50% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,565 | $6,781+11.6% | $7,446+1.6% | $4,237+78.6% |
| Admin fee / account holder | $369 | $685-46.1% | $10,010-96.3% | $593-37.7% |