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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,691 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $99,463 | $59,584+66.9% | $86,874+14.5% | $79,386+25.3% |
| Participation rate | 89.7% | 67.7%+22.0pp | 71.6%+18.0pp | 70.7%+18.9pp |
| Annual return | 15.11% | 23.15%-8.0pp | 63.52%-48.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,258 | $1,768+27.8% | $2,495-9.5% | $2,427-7.0% |
| Participant deferral / active EE | $4,546 | $3,036+49.7% | $3,699+22.9% | $4,046+12.4% |
| Admin fee / account holder | $303 | $604-49.9% | $5,828-94.8% | $626-51.7% |