Filed August 29, 2006
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 | $152,454 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,163 | $113,293-61.9% | $67,502-36.1% | $199,593-78.4% |
| Participation rate | 95.9% | 73.3%+22.6pp | 72.9%+23.1pp | 72.0%+24.0pp |
| Annual return | 13.81% | 15.88%-2.1pp | 3512.12%-3498.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $454 | $3,401-86.6% | $2,731-83.4% | $3,034-85.0% |
| Participant deferral / active EE | $5,061 | $4,159+21.7% | $4,000+26.5% | $5,087-0.5% |
| Admin fee / account holder | $114 | $103+11.0% | $3,998-97.2% | $269-57.7% |