Filed October 4, 2000
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 | $49,445 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,537 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $69,650 | $101,499-31.4% | $147,005-52.6% | $74,546-6.6% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.2%-7.5pp | 67.2%+7.5pp |
| Annual return | 12.80% | 8732.34%-8719.5pp | 418.76%-406.0pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,063 | $3,811-72.1% | $4,934-78.5% | $2,624-59.5% |
| Participant deferral / active EE | $7,288 | $7,304-0.2% | $8,070-9.7% | $4,347+67.6% |
| Admin fee / account holder | $234 | $1,748-86.6% | $13,006-98.2% | $1,944-88.0% |