Filed June 14, 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 | $6,412 |
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.
Employer 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 | $81,736 | $34,677+135.7% | $77,024+6.1% | $64,808+26.1% |
| Participation rate | 11.5% | 49.8%-38.4pp | 67.9%-56.4pp | 71.5%-60.0pp |
| Annual return | -17.48% | -5.33%-12.2pp | 42.32%-59.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $110 | $1,370-91.9% | $2,812-96.1% | $2,506-95.6% |
| Participant deferral / active EE | $546 | $2,556-78.6% | $4,426-87.7% | $4,310-87.3% |
| Admin fee / account holder | $589 | $179+230.1% | $5,425-89.1% | $188+213.8% |