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 INCORPORATED6+ 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 | $88,863 | $54,590+62.8% | $81,930+8.5% | $73,488+20.9% |
| Participation rate | 88.8% | 68.3%+20.5pp | 72.0%+16.8pp | 70.7%+18.1pp |
| Annual return | 14.38% | 17.74%-3.4pp | 29.49%-15.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,201 | $1,636+34.5% | $4,310-48.9% | $2,270-3.0% |
| Participant deferral / active EE | $4,311 | $2,759+56.3% | $7,107-39.3% | $3,740+15.3% |
| Admin fee / account holder | $6 | $592-99.0% | $5,158-99.9% | $513-98.8% |