Filed March 12, 2005
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 | $68,310 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,616 | $113,016+190.8% | $103,476+217.6% | $74,495+341.1% |
| Participation rate | 99.0% | 80.8%+18.3pp | 80.5%+18.5pp | 67.2%+31.8pp |
| Annual return | 13.65% | 23.24%-9.6pp | 23.90%-10.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $12,390 | $4,881+153.8% | $4,672+165.2% | $2,623+372.4% |
| Participant deferral / active EE | $10,773 | $7,279+48.0% | $6,623+62.7% | $4,346+147.9% |
| Admin fee / account holder | $553 | $1,709-67.7% | $9,413-94.1% | $1,942-71.5% |