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 | $173,517 |
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 | $129,291 | $104,631+23.6% | $98,439+31.3% | $80,160+61.3% |
| Participation rate | 98.0% | 87.5%+10.5pp | 75.2%+22.8pp | 72.9%+25.1pp |
| Annual return | 21.40% | 34.72%-13.3pp | 21.16%+0.2pp | 40.38%-19.0pp |
| Employer contribution / active EE | $5,384 | $4,517+19.2% | $3,048+76.6% | $2,978+80.8% |
| Participant deferral / active EE | $7,286 | $6,545+11.3% | $4,738+53.8% | $5,017+45.2% |
| Admin fee / account holder | $87 | $105-17.0% | $8,948-99.0% | $145-40.0% |