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 | $80,355 |
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 | $213,041 | $131,799+61.6% | $200,582+6.2% | $85,563+149.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 16.81% | 21.59%-4.8pp | 42.33%-25.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $3,785 | $4,532-16.5% | $6,419-41.0% | $2,654+42.6% |
| Participant deferral / active EE | $9,553 | $7,702+24.0% | $9,331+2.4% | $4,375+118.3% |
| Admin fee / account holder | $189 | $235-19.7% | $16,305-98.8% | $834-77.4% |