Filed January 10, 2006
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 | $24,120 |
Service code 49 · EIN 35-1493200 | Other Services | $6,232 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,934 | $65,061-9.4% | $143,757-59.0% | $66,914-11.9% |
| Participation rate | 37.3% | 65.2%-27.8pp | 80.3%-43.0pp | 69.8%-32.5pp |
| Annual return | -12.56% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $986 | $2,361-58.2% | $4,951-80.1% | $2,544-61.2% |
| Participant deferral / active EE | $705 | $2,919-75.8% | $5,637-87.5% | $4,237-83.4% |
| Admin fee / account holder | $335 | $502-33.3% | $14,673-97.7% | $593-43.5% |