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 | $123,166 |
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 | $245,421 | $62,127+295.0% | $81,382+201.6% | $74,495+229.4% |
| Participation rate | 90.9% | 64.0%+26.9pp | 69.5%+21.4pp | 67.2%+23.7pp |
| Annual return | 17.88% | 16.48%+1.4pp | 24.73%-6.9pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,306 | $1,882+75.6% | $2,463+34.2% | $2,623+26.0% |
| Participant deferral / active EE | $8,508 | $3,229+163.5% | $3,883+119.1% | $4,346+95.8% |
| Admin fee / account holder | $643 | $1,934-66.7% | $5,768-88.8% | $1,942-66.9% |