Filed May 27, 2012
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 | $161,068 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $77,516 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,936 | $95,274+18.5% | $135,903-16.9% | $74,419+51.8% |
| Participation rate | 86.4% | 78.2%+8.3pp | 81.9%+4.5pp | 70.7%+15.7pp |
| Annual return | 19.89% | 32.77%-12.9pp | 68.23%-48.3pp | 34.38%-14.5pp |
| Employer contribution / active EE | $4,702 | $3,874+21.4% | $4,856-3.2% | $2,637+78.3% |
| Participant deferral / active EE | $10,185 | $7,782+30.9% | $7,758+31.3% | $4,528+124.9% |
| Admin fee / account holder | $378 | $266+42.1% | $10,762-96.5% | $348+8.7% |