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 | $50,437 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $409,029 | $142,424+187.2% | $100,534+306.9% | $74,304+450.5% |
| Participation rate | 99.0% | 79.6%+19.5pp | 80.6%+18.4pp | 60.3%+38.7pp |
| Annual return | 16.87% | 27.53%-10.7pp | 32.66%-15.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $19,500 | $5,555+251.0% | $4,346+348.7% | $2,241+770.1% |
| Participant deferral / active EE | $12,581 | $8,247+52.6% | $6,144+104.8% | $3,767+234.0% |
| Admin fee / account holder | $412 | $1,986-79.3% | $7,654-94.6% | $2,969-86.1% |