Filed December 29, 1992
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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,832 | $50,666+57.6% | $76,817+3.9% | $65,185+22.5% |
| Participation rate | 95.1% | 68.8%+26.3pp | 72.1%+23.0pp | 70.2%+24.9pp |
| Annual return | 23.29% | 28.51%-5.2pp | 1166.11%-1142.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,989 | $1,575+26.3% | $2,302-13.6% | $2,177-8.6% |
| Participant deferral / active EE | $3,869 | $2,647+46.2% | $3,336+16.0% | $3,514+10.1% |
| Admin fee / account holder | $12 | $463-97.4% | $6,420-99.8% | $847-98.6% |