Filed September 21, 2016
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: HOHIMER WEALTH MANAGEMENT Service code 26 · EIN 83-2676110 | Advisory (Participants) | $21,816 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,902 | $88,982-34.9% | $102,438-43.5% | $77,671-25.5% |
| Participation rate | 44.9% | 80.9%-36.0pp | 76.5%-31.6pp | 70.6%-25.7pp |
| Annual return | 15.48% | 25.01%-9.5pp | 29.37%-13.9pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,657 | $2,698-38.6% | $3,024-45.2% | $2,726-39.2% |
| Participant deferral / active EE | $3,160 | $5,144-38.6% | $5,054-37.5% | $4,648-32.0% |
| Admin fee / account holder | $220 | $236-6.5% | $9,448-97.7% | $430-48.9% |