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 | $106,405 |
Filed as: WILSHIRE ADVISORS LLC 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,039 | $56,423+286.4% | $77,163+182.6% | $71,457+205.1% |
| Participation rate | 89.3% | 64.3%+25.0pp | 69.6%+19.7pp | 67.9%+21.4pp |
| Annual return | 19.06% | 19.05%0pp | 37.87%-18.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $3,326 | $1,866+78.3% | $2,535+31.2% | $2,588+28.6% |
| Participant deferral / active EE | $9,053 | $3,142+188.1% | $3,833+136.2% | $4,289+111.1% |
| Admin fee / account holder | $594 | $1,429-58.5% | $5,472-89.2% | $1,587-62.6% |