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) | $1,655 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,192 | $78,485-4.2% | $106,213-29.2% | $74,495+0.9% |
| Participation rate | 85.6% | 72.8%+12.8pp | 75.3%+10.3pp | 67.2%+18.4pp |
| Annual return | 9.75% | 15.95%-6.2pp | 116.14%-106.4pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,007 | $2,523-60.1% | $3,171-68.2% | $2,623-61.6% |
| Participant deferral / active EE | $4,244 | $4,322-1.8% | $5,016-15.4% | $4,346-2.3% |
| Admin fee / account holder | $432 | $2,232-80.6% | $11,033-96.1% | $1,942-77.7% |