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 | $51,296 |
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 | $94,896 | $56,423+68.2% | $77,163+23.0% | $71,457+32.8% |
| Participation rate | 92.1% | 64.3%+27.8pp | 69.6%+22.5pp | 67.9%+24.2pp |
| Annual return | 16.30% | 19.05%-2.7pp | 37.87%-21.6pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,345 | $1,866+25.7% | $2,535-7.5% | $2,588-9.4% |
| Participant deferral / active EE | $4,728 | $3,142+50.5% | $3,833+23.4% | $4,289+10.2% |
| Admin fee / account holder | $305 | $1,429-78.6% | $5,472-94.4% | $1,587-80.8% |