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 | $88,360-1.3% | $145,433-40.0% | $67,986+28.3% |
| Participation rate | 91.7% | 65.5%+26.2pp | 82.1%+9.5pp | 57.2%+34.5pp |
| Annual return | 17.98% | 63.15%-45.2pp | 66.58%-48.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,810 | $3,054-40.7% | $4,554-60.3% | $2,019-10.3% |
| Participant deferral / active EE | $6,972 | $5,932+17.5% | $7,897-11.7% | $3,358+107.6% |
| Admin fee / account holder | $451 | $3,313-86.4% | $13,129-96.6% | $3,203-85.9% |