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 | $81,007 |
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 | $176,850 | $129,021+37.1% | $184,203-4.0% | $77,643+127.8% |
| Participation rate | 99.2% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 14.71% | 33.27%-18.6pp | 28.81%-14.1pp | 31.24%-16.5pp |
| Employer contribution / active EE | $7,478 | $4,413+69.5% | $6,427+16.4% | $2,726+174.3% |
| Participant deferral / active EE | $9,008 | $7,297+23.4% | $9,131-1.3% | $4,647+93.8% |
| Admin fee / account holder | $187 | $254-26.3% | $13,901-98.7% | $430-56.5% |