Filed February 27, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,726 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,998 | $102,553-22.0% | $151,611-47.2% | $66,914+19.6% |
| Participation rate | 98.9% | 85.5%+13.4pp | 87.5%+11.4pp | 69.8%+29.1pp |
| Annual return | -15.69% | -10.82%-4.9pp | 3.33%-19.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $6,117 | $4,180+46.3% | $6,166-0.8% | $2,544+140.4% |
| Participant deferral / active EE | $6,414 | $6,641-3.4% | $8,363-23.3% | $4,237+51.4% |
| Admin fee / account holder | $203 | $630-67.7% | $11,616-98.2% | $593-65.7% |