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 | $65,045 |
ALDEN CAPITAL5 years Service code 27 · EIN 83-1319732 | Advisory (Plan) | $30,300 |
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 | $133,866 | $148,978-10.1% | $200,582-33.3% | $84,808+57.8% |
| Participation rate | 97.9% | 84.2%+13.7pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 15.63% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,825 | $4,815-41.3% | $6,419-56.0% | $2,631+7.4% |
| Participant deferral / active EE | $7,172 | $7,142+0.4% | $9,331-23.1% | $4,212+70.3% |
| Admin fee / account holder | $556 | $13,977-96.0% | $16,305-96.6% | $7,344-92.4% |