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 | $142,170 |
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 | $57,243 | $89,178-35.8% | $91,541-37.5% | $102,872-44.4% |
| Participation rate | 95.4% | 79.7%+15.8pp | 69.8%+25.6pp | 73.0%+22.4pp |
| Annual return | 16.49% | 14.52%+2.0pp | 20.50%-4.0pp | 19.06%-2.6pp |
| Employer contribution / active EE | $1,806 | $3,455-47.7% | $2,505-27.9% | $3,526-48.8% |
| Participant deferral / active EE | $5,164 | $4,657+10.9% | $4,008+28.8% | $5,535-6.7% |
| Admin fee / account holder | $78 | $134-41.6% | $6,956-98.9% | $292-73.2% |