Filed January 5, 2004
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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,442 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,275 | $208,526-73.5% | $96,683-42.8% | - |
| Participation rate | 87.9% | 66.0%+21.9pp | 74.3%+13.5pp | - |
| Annual return | 25.02% | 18.23%+6.8pp | 35.69%-10.7pp | - |
| Employer contribution / active EE | $2,269 | $2,182+4.0% | $3,737-39.3% | - |
| Participant deferral / active EE | $8,090 | $4,056+99.5% | $4,878+65.8% | - |
| Admin fee / account holder | $258 | $13,060-98.0% | $6,730-96.2% | - |