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 5-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 | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,204 | $84,487-60.7% | $125,339-73.5% | $66,914-50.4% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.8pp | 69.8%+16.4pp |
| Annual return | 1.65% | -8.39%+10.0pp | 572.05%-570.4pp | 1.58%+0.1pp |
| Employer contribution / active EE | $3,304 | $3,553-7.0% | $4,814-31.4% | $2,544+29.8% |
| Participant deferral / active EE | $8,149 | $6,781+20.2% | $7,446+9.4% | $4,237+92.3% |
| Admin fee / account holder | $158 | $685-76.9% | $10,010-98.4% | $593-73.3% |