Filed April 25, 1996
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 | $53,083 |
ALDEN CAPITAL3 years Service code 27 · EIN 83-1319732 | Advisory (Plan) | $22,705 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,313 | $125,758-25.8% | $169,993-45.1% | $75,163+24.1% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 14.61% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,518 | $4,615-45.4% | $6,785-62.9% | $2,670-5.7% |
| Participant deferral / active EE | $6,170 | $6,837-9.8% | $10,408-40.7% | $4,125+49.6% |
| Admin fee / account holder | $451 | $8,173-94.5% | $12,815-96.5% | $5,651-92.0% |