Filed January 15, 2020 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,310 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,877 | $86,897+42.6% | $151,611-18.3% | $64,808+91.1% |
| Participation rate | 98.5% | 87.3%+11.3pp | 87.5%+11.0pp | 71.5%+27.1pp |
| Annual return | -13.50% | -3.57%-9.9pp | 3.33%-16.8pp | 32.82%-46.3pp |
| Employer contribution / active EE | $3,373 | $4,010-15.9% | $6,166-45.3% | $2,506+34.6% |
| Participant deferral / active EE | $8,514 | $6,690+27.3% | $8,363+1.8% | $4,310+97.5% |
| Admin fee / account holder | $168 | $153+9.7% | $11,616-98.6% | $188-10.6% |