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 | $54,544 |
Filed as: WILSHIRE ADVISORS LLC 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 | $84,141 | $50,199+67.6% | $70,092+20.0% | $66,914+25.7% |
| Participation rate | 89.4% | 66.3%+23.1pp | 70.5%+19.0pp | 69.8%+19.6pp |
| Annual return | -13.85% | -13.85%0pp | 190.73%-204.6pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,395 | $1,864+28.5% | $2,559-6.4% | $2,544-5.9% |
| Participant deferral / active EE | $4,839 | $3,112+55.5% | $3,849+25.7% | $4,237+14.2% |
| Admin fee / account holder | $348 | $600-41.9% | $6,267-94.4% | $593-41.3% |