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) | $2,840 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,251 |
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 | $37,245 | $78,485-52.5% | $106,213-64.9% | $74,495-50.0% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 21.13% | 15.95%+5.2pp | 116.14%-95.0pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $1,122 | $2,523-55.5% | $3,171-64.6% | $2,623-57.2% |
| Participant deferral / active EE | $1,049 | $4,322-75.7% | $5,016-79.1% | $4,346-75.9% |
| Admin fee / account holder | $78 | $2,232-96.5% | $11,033-99.3% | $1,942-96.0% |