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 | $59,512 |
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 | $100,229 | $130,194-23.0% | $169,993-41.0% | $71,457+40.3% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 16.41% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $6,509 | $4,381+48.6% | $6,785-4.1% | $2,588+151.5% |
| Participant deferral / active EE | $6,782 | $6,923-2.0% | $10,408-34.8% | $4,289+58.1% |
| Admin fee / account holder | $231 | $966-76.1% | $12,815-98.2% | $1,587-85.4% |