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 | $10,749 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A.) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,337 |
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 | $40,480 | $56,485-28.3% | $185,823-78.2% | $86,799-53.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 14.50% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $6,655 | $1,843+261.2% | $5,167+28.8% | $2,405+176.7% |
| Participant deferral / active EE | $5,300 | $2,553+107.6% | $5,568-4.8% | $4,131+28.3% |
| Admin fee / account holder | $25 | $150-83.0% | $16,237-99.8% | $170-85.0% |