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) | $1,517 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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 | $74,719 | $71,516+4.5% | $98,439-24.1% | $71,457+4.6% |
| Participation rate | 86.9% | 72.7%+14.2pp | 75.2%+11.8pp | 67.9%+19.0pp |
| Annual return | 14.25% | 32.41%-18.2pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $999 | $2,399-58.3% | $3,048-67.2% | $2,588-61.4% |
| Participant deferral / active EE | $4,305 | $4,109+4.8% | $4,738-9.1% | $4,289+0.4% |
| Admin fee / account holder | $397 | $1,675-76.3% | $8,948-95.6% | $1,587-75.0% |