Filed December 30, 2014
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 |
|---|---|---|
COMMERCE STREET INVESTMENT ADV1 year Service code 26 · EIN 26-0180443 | Advisory (Participants) | $2,908 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,814 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,102 | $132,049+19.0% | $200,582-21.7% | $74,304+111.4% |
| Participation rate | 76.2% | 84.1%-7.9pp | 86.9%-10.7pp | 60.3%+15.8pp |
| Annual return | 17.64% | 22.22%-4.6pp | 42.33%-24.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $4,341 | $4,558-4.7% | $6,419-32.4% | $2,241+93.7% |
| Participant deferral / active EE | $5,967 | $7,213-17.3% | $9,331-36.1% | $3,767+58.4% |
| Admin fee / account holder | $157 | $2,405-93.5% | $16,305-99.0% | $2,969-94.7% |