Filed December 21, 2013
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 | $8,351 |
Filed as: WILSHIRE ASSOCAITES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,076 | $87,841-68.0% | $133,980-79.0% | $62,891-55.4% |
| Participation rate | 51.9% | 83.4%-31.5pp | 87.1%-35.2pp | 69.3%-17.5pp |
| Annual return | 10.27% | 12.05%-1.8pp | 29.30%-19.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,207 | $4,812-33.4% | $6,282-49.0% | $3,203+0.1% |
| Admin fee / account holder | $161 | $5,371-97.0% | $9,324-98.3% | $4,296-96.3% |