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 | $56,803 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,584 | $57,739-5.5% | $112,229-51.4% | $74,419-26.7% |
| Participation rate | 99.2% | 55.6%+43.6pp | 72.4%+26.8pp | 70.7%+28.5pp |
| Annual return | 14.16% | 19.52%-5.4pp | 30.20%-16.0pp | 34.38%-20.2pp |
| Employer contribution / active EE | $2,425 | $1,675+44.8% | $3,430-29.3% | $2,637-8.0% |
| Participant deferral / active EE | $2,946 | $2,891+1.9% | $4,798-38.6% | $4,528-34.9% |
| Admin fee / account holder | $171 | $462-63.0% | $7,748-97.8% | $348-50.8% |