Filed July 26, 1996 (most recent of 3 filings on file)
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 |
|---|---|---|
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $56,779 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,225 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $322,025 | $122,239+163.4% | $184,200+74.8% | $74,546+332.0% |
| Participation rate | 97.0% | 85.5%+11.5pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 17.99% | 19.95%-2.0pp | 28.80%-10.8pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $18,887 | $4,537+316.3% | $6,424+194.0% | $2,624+619.7% |
| Participant deferral / active EE | $4,684 | $7,139-34.4% | $9,132-48.7% | $4,347+7.7% |
| Admin fee / account holder | $16 | $1,260-98.7% | $13,907-99.9% | $1,944-99.2% |