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 | $60,802 |
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 | $117,719 | $62,127+89.5% | $81,382+44.7% | $74,495+58.0% |
| Participation rate | 93.3% | 64.0%+29.3pp | 69.5%+23.8pp | 67.2%+26.1pp |
| Annual return | 27.69% | 16.48%+11.2pp | 24.73%+3.0pp | 1364.94%-1337.3pp |
| Employer contribution / active EE | $12,169 | $1,882+546.5% | $2,463+394.1% | $2,623+363.9% |
| Participant deferral / active EE | $3,891 | $3,229+20.5% | $3,883+0.2% | $4,346-10.5% |
| Admin fee / account holder | $358 | $1,934-81.5% | $5,768-93.8% | $1,942-81.6% |