Filed August 1, 2001 (most recent of 3 filings on file)
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 | $42,339 |
Filed as: WILSHIRE ADVISORES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,286 | $64,119+78.2% | $112,228+1.8% | $66,914+70.8% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.1%+19.9pp | 69.8%+25.2pp |
| Annual return | -12.26% | -13.81%+1.5pp | 27.45%-39.7pp | 1.58%-13.8pp |
| Employer contribution / active EE | $7,070 | $3,005+135.2% | $3,635+94.5% | $2,544+177.9% |
| Participant deferral / active EE | $9,945 | $3,693+169.3% | $4,728+110.3% | $4,237+134.7% |
| Admin fee / account holder | $350 | $625-44.0% | $6,410-94.5% | $593-41.0% |