Filed December 7, 2017
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 | $25,499 |
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 | $126,977 | $45,863+176.9% | $77,024+64.9% | $68,494+85.4% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -16.63% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,255 | $1,650+279.2% | $2,812+122.4% | $2,596+140.9% |
| Participant deferral / active EE | $9,493 | $2,962+220.5% | $4,426+114.5% | $4,027+135.7% |
| Admin fee / account holder | $252 | $3,041-91.7% | $5,425-95.3% | $5,403-95.3% |