Filed November 18, 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 | $146,699 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,738 | $73,034-44.2% | $77,163-47.2% | $80,160-49.2% |
| Participation rate | 95.1% | 78.1%+17.0pp | 69.6%+25.6pp | 72.9%+22.2pp |
| Annual return | 18.30% | 18.56%-0.3pp | 37.87%-19.6pp | 40.38%-22.1pp |
| Employer contribution / active EE | $1,380 | $2,779-50.4% | $2,535-45.6% | $2,978-53.7% |
| Participant deferral / active EE | $4,156 | $4,140+0.4% | $3,833+8.4% | $5,017-17.2% |
| Admin fee / account holder | $75 | $104-27.4% | $5,472-98.6% | $145-48.0% |