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 | $59,399 |
ALDEN CAPITAL4 years Service code 27 · EIN 83-1319732 | Advisory (Plan) | $25,292 |
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 | $108,610 | $122,239-11.1% | $184,203-41.0% | $74,495+45.8% |
| Participation rate | 98.1% | 85.5%+12.6pp | 86.8%+11.3pp | 67.2%+30.9pp |
| Annual return | 17.99% | 19.95%-2.0pp | 28.81%-10.8pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,418 | $4,537-46.7% | $6,427-62.4% | $2,623-7.8% |
| Participant deferral / active EE | $6,113 | $7,139-14.4% | $9,131-33.1% | $4,346+40.7% |
| Admin fee / account holder | $475 | $1,260-62.3% | $13,901-96.6% | $1,942-75.5% |