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 | $77,922 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,131 | $100,227+52.8% | $169,993-9.9% | $74,419+105.8% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.0%+11.8pp | 70.7%+28.1pp |
| Annual return | 18.82% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $10,880 | $4,263+155.2% | $6,785+60.4% | $2,637+312.5% |
| Participant deferral / active EE | $8,656 | $7,143+21.2% | $10,408-16.8% | $4,528+91.2% |
| Admin fee / account holder | $182 | $234-22.3% | $12,815-98.6% | $348-47.6% |