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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INCE Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,527 |
PENSION INC.2 years Filed as: PENSION INC Service code 15 · EIN 39-1955089 | Recordkeeping | $825 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
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 | $78,978 | $79,428-0.6% | $106,548-25.9% | $79,386-0.5% |
| Participation rate | 82.4% | 74.1%+8.2pp | 76.1%+6.2pp | 70.7%+11.6pp |
| Annual return | 12.36% | 18.27%-5.9pp | 26.80%-14.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $918 | $2,234-58.9% | $2,819-67.4% | $2,427-62.2% |
| Participant deferral / active EE | $3,775 | $3,823-1.3% | $4,398-14.2% | $4,046-6.7% |
| Admin fee / account holder | $482 | $523-7.9% | $7,407-93.5% | $626-23.1% |