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 | $206,521 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $98,917 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,761 | $106,028+23.3% | $146,958-11.0% | $77,643+68.4% |
| Participation rate | 88.4% | 78.4%+10.1pp | 82.2%+6.3pp | 70.6%+17.9pp |
| Annual return | 15.00% | 56.73%-41.7pp | 418.34%-403.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,644 | $4,063+14.3% | $4,933-5.9% | $2,726+70.4% |
| Participant deferral / active EE | $10,578 | $7,990+32.4% | $8,070+31.1% | $4,647+127.6% |
| Admin fee / account holder | $477 | $337+41.3% | $12,998-96.3% | $430+10.8% |