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 | $22,518 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,492 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,334 | $61,058-42.1% | $71,209-50.4% | $85,563-58.7% |
| Participation rate | 86.7% | 58.6%+28.1pp | 73.8%+12.9pp | 66.0%+20.7pp |
| Annual return | 15.31% | 100.41%-85.1pp | 282.51%-267.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,332 | $2,199+51.6% | $2,721+22.5% | $2,654+25.6% |
| Participant deferral / active EE | $4,154 | $3,173+30.9% | $4,175-0.5% | $4,375-5.1% |
| Admin fee / account holder | $10 | $855-98.8% | $5,349-99.8% | $834-98.8% |