Filed March 24, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PENSION INC.1 year Filed as: PENSION INC Service code 15 · EIN 39-1955089 | Recordkeeping | $3,492 |
Filed as: WILSHIRE ASSOCIATES INCE Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,192 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,055 | $70,908+5.8% | $98,907-24.1% | $73,488+2.1% |
| Participation rate | 78.1% | 73.8%+4.3pp | 76.0%+2.1pp | 70.7%+7.4pp |
| Annual return | 14.88% | 34.17%-19.3pp | 196.43%-181.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $766 | $2,036-62.4% | $2,689-71.5% | $2,270-66.3% |
| Participant deferral / active EE | $3,014 | $3,500-13.9% | $4,244-29.0% | $3,740-19.4% |
| Admin fee / account holder | $431 | $535-19.5% | $6,642-93.5% | $513-16.0% |