Filed September 22, 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 | $106,549 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $185,328 | $54,229+241.8% | $70,092+164.4% | $68,494+170.6% |
| Participation rate | 91.4% | 64.5%+26.9pp | 70.5%+20.9pp | 67.9%+23.5pp |
| Annual return | -26.27% | -13.87%-12.4pp | 190.73%-217.0pp | -7.84%-18.4pp |
| Employer contribution / active EE | $3,870 | $2,018+91.8% | $2,559+51.2% | $2,596+49.1% |
| Participant deferral / active EE | $10,417 | $2,956+252.5% | $3,849+170.7% | $4,027+158.7% |
| Admin fee / account holder | $595 | $4,694-87.3% | $6,267-90.5% | $5,403-89.0% |