Filed April 20, 2020
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 15 | Recordkeeping | $10,440 |
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $6,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,533 | $87,870-18.6% | $113,168-36.8% | $74,304-3.7% |
| Participation rate | 98.2% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 16.80% | 26.44%-9.6pp | 24.27%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,240 | $2,277-45.6% | $2,975-58.3% | $2,241-44.7% |
| Participant deferral / active EE | $8,957 | $4,241+111.2% | $5,107+75.4% | $3,767+137.7% |
| Admin fee / account holder | $124 | $3,368-96.3% | $12,068-99.0% | $2,969-95.8% |