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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.
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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 | $63,446 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 40 · EIN 95-2834236 | Other fees; Other services; Other com... | $1,496 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,045 | $56,317-39.5% | $71,209-52.2% | $74,304-54.2% |
| Participation rate | 68.1% | 55.1%+13.0pp | 73.8%-5.6pp | 60.3%+7.8pp |
| Annual return | 12.28% | 42.83%-30.6pp | 282.51%-270.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,977 | $2,160-8.5% | $2,721-27.3% | $2,241-11.8% |
| Participant deferral / active EE | $3,492 | $2,788+25.3% | $4,175-16.4% | $3,767-7.3% |
| Admin fee / account holder | $311 | $2,290-86.4% | $5,349-94.2% | $2,969-89.5% |