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 26 · EIN 42-1445429 | Advisory (Participants) | $29,857 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,404 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,803 | $39,948-47.9% | $89,391-76.7% | $73,409-71.7% |
| Participation rate | 20.3% | 50.4%-30.1pp | 68.0%-47.7pp | 72.2%-51.9pp |
| Annual return | 13.91% | 50.12%-36.2pp | 245.62%-231.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $9 | $1,200-99.3% | $2,586-99.7% | $2,234-99.6% |
| Participant deferral / active EE | $1,212 | $2,193-44.7% | $3,890-68.8% | $3,805-68.2% |
| Admin fee / account holder | $220 | $134+63.7% | $4,881-95.5% | $158+39.1% |