Filed December 28, 2000
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 9-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(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,891 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,156 | $72,607-58.5% | $90,749-66.8% | $66,914-54.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -13.59% | -12.28%-1.3pp | -12.16%-1.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,225 | $2,369-48.3% | $2,921-58.1% | $2,544-51.9% |
| Participant deferral / active EE | $922 | $3,977-76.8% | $4,564-79.8% | $4,237-78.2% |
| Admin fee / account holder | $104 | $707-85.4% | $8,445-98.8% | $593-82.5% |