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 | $173,204 | $67,984+154.8% | $65,493+164.5% | $74,304+133.1% |
| Participation rate | 93.5% | 66.3%+27.1pp | 73.1%+20.4pp | 60.3%+33.1pp |
| Annual return | 17.41% | 19.87%-2.5pp | 982.45%-965.0pp | 29.43%-12.0pp |
| Employer contribution / active EE | $6,995 | $2,491+180.8% | $2,574+171.7% | $2,241+212.1% |
| Participant deferral / active EE | $7,565 | $3,346+126.1% | $3,961+91.0% | $3,767+100.8% |
| Admin fee / account holder | $594 | $1,373-56.8% | $5,028-88.2% | $2,969-80.0% |