Filed June 14, 2006 (most recent of 5 filings on file)
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 | $60,320 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,629 | $86,897+367.9% | $151,611+168.2% | $64,808+527.4% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.5%+10.7pp | 71.5%+26.7pp |
| Annual return | -14.12% | -3.57%-10.6pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $19,122 | $4,010+376.9% | $6,166+210.1% | $2,506+663.1% |
| Participant deferral / active EE | $14,855 | $6,690+122.1% | $8,363+77.6% | $4,310+244.6% |
| Admin fee / account holder | $173 | $153+13.0% | $11,616-98.5% | $188-8.0% |