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 | $139,301 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,716 | $76,173-38.7% | $81,382-42.6% | $199,593-76.6% |
| Participation rate | 94.8% | 76.3%+18.5pp | 69.5%+25.3pp | 72.0%+22.8pp |
| Annual return | 15.08% | 15.59%-0.5pp | 24.73%-9.7pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,470 | $2,792-47.3% | $2,463-40.3% | $3,034-51.5% |
| Participant deferral / active EE | $4,522 | $4,201+7.6% | $3,883+16.5% | $5,087-11.1% |
| Admin fee / account holder | $72 | $146-50.6% | $5,768-98.8% | $269-73.2% |