See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HENSEN & HASLAM6 years Service code 27 | Advisory (Plan) | $15,990 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,056 |
HESEN & HASLAM6 years Service code 27 · EIN 46-4735958 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADIVORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,678 | $109,881-68.4% | $150,045-76.9% | $84,808-59.1% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 14.82% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,442 | $3,561-31.4% | $4,693-48.0% | $2,631-7.2% |
| Participant deferral / active EE | $4,706 | $6,636-29.1% | $7,997-41.2% | $4,212+11.7% |
| Admin fee / account holder | $156 | $8,568-98.2% | $13,435-98.8% | $7,344-97.9% |