Filed May 24, 2004
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 | $227,614 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,829 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $46,256 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $93,762 | $130,141-28.0% | $86,677+8.2% | $77,904+20.4% |
| Participation rate | 74.5% | 85.9%-11.4pp | 76.6%-2.1pp | 73.7%+0.8pp |
| Annual return | -11.04% | -12.75%+1.7pp | 35.91%-46.9pp | 12.21%-23.2pp |
| Employer contribution / active EE | $1,244 | $3,220-61.4% | $2,836-56.1% | $2,848-56.3% |
| Participant deferral / active EE | $4,063 | $5,757-29.4% | $4,656-12.7% | $4,806-15.5% |
| Admin fee / account holder | $141 | $132+6.8% | $7,493-98.1% | $133+6.1% |