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) | $7,447 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
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 | $100,979 | $60,989+65.6% | $60,874+65.9% | $66,914+50.9% |
| Participation rate | 98.0% | 74.5%+23.6pp | 73.1%+24.9pp | 69.8%+28.2pp |
| Annual return | -16.33% | -9.60%-6.7pp | 16.90%-33.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $6,378 | $2,661+139.7% | $2,701+136.1% | $2,544+150.7% |
| Participant deferral / active EE | $6,864 | $3,615+89.9% | $3,817+79.8% | $4,237+62.0% |
| Admin fee / account holder | $486 | $338+43.5% | $3,224-84.9% | $593-18.1% |