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) | $6,640 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,146 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,524 | $99,957+4.6% | $149,696-30.2% | $73,488+42.2% |
| Participation rate | 72.8% | 75.7%-2.9pp | 82.5%-9.7pp | 70.7%+2.1pp |
| Annual return | 13.66% | 53.87%-40.2pp | 276.60%-262.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,636 | $3,191-48.7% | $4,644-64.8% | $2,270-27.9% |
| Participant deferral / active EE | $5,512 | $6,073-9.2% | $6,842-19.4% | $3,740+47.4% |
| Admin fee / account holder | $587 | $551+6.6% | $9,309-93.7% | $513+14.4% |