Filed June 26, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $8,008 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,286 | $74,706+58.3% | $75,696+56.3% | $79,386+49.0% |
| Participation rate | 90.4% | 75.3%+15.0pp | 74.8%+15.5pp | 70.7%+19.7pp |
| Annual return | 12.90% | 18.52%-5.6pp | 104.53%-91.6pp | 116.85%-104.0pp |
| Employer contribution / active EE | $5,969 | $2,590+130.5% | $2,743+117.6% | $2,427+145.9% |
| Participant deferral / active EE | $6,374 | $3,533+80.4% | $3,821+66.8% | $4,046+57.6% |
| Admin fee / account holder | $545 | $374+45.6% | $3,619-84.9% | $626-12.9% |