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 13 · EIN 42-0127290 | Contract Administrator | $30,531 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 49 · EIN 51-0116113 | Other Services | $1,242 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $33,594 | $73,867-54.5% | $143,757-76.6% | $68,494-51.0% |
| Participation rate | 72.6% | 66.7%+6.0pp | 80.3%-7.7pp | 67.9%+4.7pp |
| Annual return | -16.10% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $868 | $3,184-72.7% | $4,951-82.5% | $2,596-66.6% |
| Participant deferral / active EE | $2,876 | $3,384-15.0% | $5,637-49.0% | $4,027-28.6% |
| Admin fee / account holder | $351 | $5,755-93.9% | $14,673-97.6% | $5,403-93.5% |