Filed March 23, 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 | $53,408 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,061 | $52,122-15.5% | $104,294-57.8% | $64,808-32.0% |
| Participation rate | 98.5% | 56.0%+42.5pp | 73.3%+25.3pp | 71.5%+27.1pp |
| Annual return | -15.13% | 13.26%-28.4pp | 24.61%-39.7pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,530 | $1,627+55.5% | $3,372-25.0% | $2,506+1.0% |
| Participant deferral / active EE | $2,857 | $2,823+1.2% | $4,625-38.2% | $4,310-33.7% |
| Admin fee / account holder | $149 | $155-3.5% | $7,339-98.0% | $188-20.6% |