Filed August 14, 2009 (most recent of 2 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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $53,397 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $7,628 |
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 | $27,576 | $50,815-45.7% | $155,509-82.3% | $77,643-64.5% |
| Participation rate | 83.3% | 63.1%+20.2pp | 78.2%+5.1pp | 70.6%+12.8pp |
| Annual return | 13.53% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $580 | $1,993-70.9% | $4,672-87.6% | $2,726-78.7% |
| Participant deferral / active EE | $1,942 | $2,822-31.2% | $5,626-65.5% | $4,647-58.2% |
| Admin fee / account holder | $147 | $437-66.4% | $15,912-99.1% | $430-65.9% |