Filed October 16, 1998
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 |
|---|---|---|
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 904011805 | Advisory (Participants) | $4,295 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,210 | $100,923-13.6% | $150,045-41.9% | $74,304+17.4% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.3%+9.3pp | 60.3%+31.3pp |
| Annual return | 17.98% | 51.77%-33.8pp | 62.55%-44.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,810 | $3,463-47.7% | $4,693-61.4% | $2,241-19.2% |
| Participant deferral / active EE | $6,972 | $6,709+3.9% | $7,997-12.8% | $3,767+85.1% |
| Admin fee / account holder | $451 | $2,767-83.7% | $13,435-96.6% | $2,969-84.8% |