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) | $6,480 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,346 | $58,320+41.2% | $86,436-4.7% | $66,914+23.1% |
| Participation rate | 72.9% | 78.6%-5.7pp | 80.3%-7.4pp | 69.8%+3.1pp |
| Annual return | -16.29% | -9.71%-6.6pp | 4394.89%-4411.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,156 | $2,615-17.6% | $3,769-42.8% | $2,544-15.3% |
| Participant deferral / active EE | $4,825 | $6,899-30.1% | $6,952-30.6% | $4,237+13.9% |
| Admin fee / account holder | $462 | $546-15.4% | $6,731-93.1% | $593-22.2% |