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 | $1,303 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,706 | $91,407+2.5% | $135,903-31.0% | $71,457+31.1% |
| Participation rate | 91.8% | 75.7%+16.1pp | 81.9%+9.9pp | 67.9%+23.8pp |
| Annual return | 16.82% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,921 | $3,703-48.1% | $4,856-60.4% | $2,588-25.8% |
| Participant deferral / active EE | $8,221 | $7,092+15.9% | $7,758+6.0% | $4,289+91.7% |
| Admin fee / account holder | $447 | $1,266-64.7% | $10,762-95.8% | $1,587-71.8% |