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 INCORPORATED4+ 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 | $42,097 | $91,407-53.9% | $135,903-69.0% | $71,457-41.1% |
| Participation rate | 92.9% | 75.7%+17.3pp | 81.9%+11.0pp | 67.9%+25.0pp |
| Annual return | 18.86% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,394 | $3,703-8.4% | $4,856-30.1% | $2,588+31.2% |
| Participant deferral / active EE | $8,763 | $7,092+23.6% | $7,758+13.0% | $4,289+104.3% |
| Admin fee / account holder | $196 | $1,266-84.5% | $10,762-98.2% | $1,587-87.6% |