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) | $8,189 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 | $121,739 | $65,557+85.7% | $64,056+90.1% | $71,457+70.4% |
| Participation rate | 98.1% | 73.2%+24.9pp | 72.3%+25.8pp | 67.9%+30.1pp |
| Annual return | 19.08% | 18.94%+0.1pp | 33.69%-14.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $6,663 | $2,669+149.7% | $2,747+142.6% | $2,588+157.5% |
| Participant deferral / active EE | $7,120 | $3,626+96.4% | $3,880+83.5% | $4,289+66.0% |
| Admin fee / account holder | $437 | $616-29.0% | $3,068-85.7% | $1,587-72.4% |