Filed August 2, 2022
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 49 · EIN 71-0927304 | Other Services | $15,045 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,755 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,953 | $65,908-59.1% | $81,812-67.1% | $77,643-65.3% |
| Participation rate | 95.4% | 65.8%+29.6pp | 72.3%+23.1pp | 70.6%+24.9pp |
| Annual return | 20.73% | 26.64%-5.9pp | 773.79%-753.1pp | 31.24%-10.5pp |
| Employer contribution / active EE | $2,307 | $2,370-2.7% | $2,912-20.8% | $2,726-15.4% |
| Participant deferral / active EE | $3,724 | $3,505+6.2% | $4,319-13.8% | $4,647-19.9% |
| Admin fee / account holder | $12 | $526-97.7% | $7,386-99.8% | $430-97.2% |