Filed December 21, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,870 |
Service code 49 · EIN 52-2114207 | Other Services | $7,287 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,897 | $69,477-67.0% | $94,646-75.8% | $71,457-68.0% |
| Participation rate | 98.2% | 78.4%+19.7pp | 80.8%+17.3pp | 67.9%+30.2pp |
| Annual return | 63.47% | 29.66%+33.8pp | 156.71%-93.2pp | 28.85%+34.6pp |
| Employer contribution / active EE | $4,585 | $2,853+60.7% | $3,672+24.9% | $2,588+77.2% |
| Participant deferral / active EE | $5,396 | $7,345-26.5% | $7,418-27.3% | $4,289+25.8% |
| Admin fee / account holder | $147 | $1,210-87.8% | $7,231-98.0% | $1,587-90.7% |