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) | $10,295 |
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 | $140,713 | $69,763+101.7% | $67,502+108.5% | $74,495+88.9% |
| Participation rate | 74.8% | 71.4%+3.4pp | 72.9%+1.9pp | 67.2%+7.6pp |
| Annual return | 15.17% | -40.34%+55.5pp | 3512.12%-3497.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,525 | $2,704+104.3% | $2,731+102.3% | $2,623+110.6% |
| Participant deferral / active EE | $5,911 | $3,636+62.6% | $4,000+47.8% | $4,346+36.0% |
| Admin fee / account holder | $490 | $896-45.3% | $3,998-87.7% | $1,942-74.8% |