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) | $1,376 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,471 | $72,607-16.7% | $90,749-33.4% | $66,914-9.6% |
| Participation rate | 83.8% | 73.7%+10.1pp | 75.7%+8.1pp | 69.8%+14.0pp |
| Annual return | -14.76% | -12.28%-2.5pp | -12.16%-2.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $908 | $2,369-61.7% | $2,921-68.9% | $2,544-64.3% |
| Participant deferral / active EE | $3,918 | $3,977-1.5% | $4,564-14.2% | $4,237-7.5% |
| Admin fee / account holder | $359 | $707-49.2% | $8,445-95.7% | $593-39.4% |