Filed January 23, 2006 (most recent of 2 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 | $74,569 |
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.
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 | $25,898 | $42,886-39.6% | $88,946-70.9% | $85,563-69.7% |
| Participation rate | 93.1% | 37.9%+55.2pp | 68.8%+24.2pp | 66.0%+27.1pp |
| Annual return | 11.19% | 44.56%-33.4pp | 57.82%-46.6pp | 31.51%-20.3pp |
| Employer contribution / active EE | $433 | $1,147-62.2% | $2,555-83.0% | $2,654-83.7% |
| Participant deferral / active EE | $1,438 | $2,108-31.8% | $4,581-68.6% | $4,375-67.1% |
| Admin fee / account holder | $110 | $2,263-95.1% | $8,261-98.7% | $834-86.8% |