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 | $27,174 |
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 | $137,322 | $49,922+175.1% | $80,569+70.4% | $75,163+82.7% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 17.41% | 34.69%-17.3pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $6,519 | $1,698+283.8% | $2,723+139.3% | $2,670+144.2% |
| Participant deferral / active EE | $10,196 | $2,990+241.0% | $4,447+129.3% | $4,125+147.2% |
| Admin fee / account holder | $247 | $3,577-93.1% | $5,377-95.4% | $5,651-95.6% |