Filed July 12, 2006
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 | $271,535 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,719 | $136,266-18.7% | $90,749+22.0% | $77,904+42.1% |
| Participation rate | 98.6% | 86.6%+11.9pp | 75.7%+22.9pp | 73.7%+24.9pp |
| Annual return | -12.30% | -11.32%-1.0pp | -12.16%-0.1pp | 12.21%-24.5pp |
| Employer contribution / active EE | $5,063 | $4,215+20.1% | $2,921+73.3% | $2,848+77.8% |
| Participant deferral / active EE | $6,933 | $6,353+9.1% | $4,564+51.9% | $4,806+44.3% |
| Admin fee / account holder | $141 | $399-64.7% | $8,445-98.3% | $133+6.1% |