Filed July 23, 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 | $91,203 |
Filed as: GUARDIAN WEALTH PARTNERS Service code 27 · EIN 83-2336062 | Advisory (Plan) | $8,966 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,526 | $71,142-41.6% | $119,609-65.3% | $64,808-35.9% |
| Participation rate | 81.8% | 78.6%+3.2pp | 79.3%+2.6pp | 71.5%+10.4pp |
| Annual return | -15.55% | -10.01%-5.5pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $671 | $2,497-73.1% | $4,232-84.1% | $2,506-73.2% |
| Participant deferral / active EE | $4,805 | $4,490+7.0% | $5,602-14.2% | $4,310+11.5% |
| Admin fee / account holder | $203 | $162+25.3% | $10,323-98.0% | $188+8.2% |