Filed April 12, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,096 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,188 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,893 | $56,423-45.2% | $77,163-60.0% | $71,457-56.8% |
| Participation rate | 97.7% | 64.3%+33.4pp | 69.6%+28.1pp | 67.9%+29.8pp |
| Annual return | 12.62% | 19.05%-6.4pp | 37.87%-25.3pp | 28.85%-16.2pp |
| Employer contribution / active EE | $2,785 | $1,866+49.2% | $2,535+9.9% | $2,588+7.6% |
| Participant deferral / active EE | $2,036 | $3,142-35.2% | $3,833-46.9% | $4,289-52.5% |
| Admin fee / account holder | $177 | $1,429-87.6% | $5,472-96.8% | $1,587-88.8% |