Filed January 24, 2010
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 | $362,409 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,654 | $42,419-60.7% | $104,294-84.0% | $77,904-78.6% |
| Participation rate | 83.1% | 51.6%+31.5pp | 73.3%+9.8pp | 73.7%+9.4pp |
| Annual return | -15.06% | -11.16%-3.9pp | 24.61%-39.7pp | 12.21%-27.3pp |
| Employer contribution / active EE | $197 | $1,105-82.1% | $3,372-94.1% | $2,848-93.1% |
| Participant deferral / active EE | $2,497 | $1,992+25.4% | $4,625-46.0% | $4,806-48.0% |
| Admin fee / account holder | $113 | $117-3.6% | $7,339-98.5% | $133-14.7% |