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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,427 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,400 |
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 | $31,528 | $62,127-49.3% | $81,382-61.3% | $74,495-57.7% |
| Participation rate | 97.9% | 64.0%+33.9pp | 69.5%+28.5pp | 67.2%+30.7pp |
| Annual return | 9.50% | 16.48%-7.0pp | 24.73%-15.2pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $2,796 | $1,882+48.5% | $2,463+13.5% | $2,623+6.6% |
| Participant deferral / active EE | $1,838 | $3,229-43.1% | $3,883-52.7% | $4,346-57.7% |
| Admin fee / account holder | $181 | $1,934-90.7% | $5,768-96.9% | $1,942-90.7% |