Filed January 24, 1999
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 | $33,902 |
Service code 49 · EIN 93-0987232 | Other Services | $12,492 |
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 | $40,824 | $51,197-20.3% | $82,719-50.6% | $66,914-39.0% |
| Participation rate | 92.1% | 67.8%+24.3pp | 72.6%+19.5pp | 69.8%+22.3pp |
| Annual return | -17.94% | -9.64%-8.3pp | 701.18%-719.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,681 | $2,611-35.6% | $3,009-44.1% | $2,544-33.9% |
| Participant deferral / active EE | $4,339 | $3,458+25.5% | $4,395-1.3% | $4,237+2.4% |
| Admin fee / account holder | $278 | $416-33.1% | $5,329-94.8% | $593-53.2% |