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 | $339,637 |
Filed as: INTELLICENTS INVESTMENT Service code 27 · EIN 41-1812533 | Advisory (Plan) | $33,750 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,360 | $95,388-62.9% | $125,339-71.8% | $77,904-54.6% |
| Participation rate | 93.9% | 78.6%+15.3pp | 82.4%+11.5pp | 73.7%+20.2pp |
| Annual return | -14.90% | 116.19%-131.1pp | 572.05%-586.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,124 | $3,666-42.1% | $4,814-55.9% | $2,848-25.4% |
| Participant deferral / active EE | $5,585 | $7,711-27.6% | $7,446-25.0% | $4,806+16.2% |
| Admin fee / account holder | $128 | $119+7.9% | $10,010-98.7% | $133-3.3% |