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 | $33,531 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $525 |
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 | $134,444 | $76,670+75.4% | $96,683+39.1% | $71,457+88.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.88% | 48.29%-29.4pp | 35.69%-16.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $7,285 | $3,031+140.3% | $3,737+95.0% | $2,588+181.5% |
| Participant deferral / active EE | $9,791 | $3,771+159.6% | $4,878+100.7% | $4,289+128.3% |
| Admin fee / account holder | $250 | $2,028-87.7% | $6,730-96.3% | $1,587-84.3% |