Filed November 14, 2003
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 | $57,493 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $8,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,436 | $49,915+47.1% | $154,803-52.6% | $74,304-1.2% |
| Participation rate | 64.2% | 54.0%+10.3pp | 78.1%-13.8pp | 60.3%+3.9pp |
| Annual return | 11.02% | 34.06%-23.0pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $869 | $1,611-46.1% | $4,305-79.8% | $2,241-61.2% |
| Participant deferral / active EE | $2,014 | $2,255-10.7% | $5,540-63.7% | $3,767-46.6% |
| Admin fee / account holder | $333 | $2,189-84.8% | $14,329-97.7% | $2,969-88.8% |