Filed April 26, 2008
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) | $5,150 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,565 | $89,652+4.4% | $141,162-33.7% | $65,185+43.5% |
| Participation rate | 87.4% | 74.7%+12.7pp | 82.5%+4.9pp | 70.2%+17.2pp |
| Annual return | 72.00% | 32.79%+39.2pp | 71.39%+0.6pp | 29.38%+42.6pp |
| Employer contribution / active EE | $1,991 | $3,065-35.0% | $4,735-57.9% | $2,177-8.5% |
| Participant deferral / active EE | $5,128 | $5,691-9.9% | $6,709-23.6% | $3,514+45.9% |
| Admin fee / account holder | $433 | $569-23.8% | $10,261-95.8% | $847-48.8% |