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 | $48,292 |
VANCE WEALTH1 year Service code 27 · EIN 85-1659330 | Advisory (Plan) | $11,657 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,594 | $62,327+2.0% | $120,354-47.2% | $74,495-14.6% |
| Participation rate | 98.3% | 56.8%+41.5pp | 71.9%+26.4pp | 67.2%+31.1pp |
| Annual return | 9.59% | 18.61%-9.0pp | 107.15%-97.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $2,837 | $1,843+53.9% | $3,463-18.1% | $2,623+8.2% |
| Participant deferral / active EE | $3,690 | $2,893+27.6% | $4,991-26.1% | $4,346-15.1% |
| Admin fee / account holder | $191 | $2,396-92.0% | $9,423-98.0% | $1,942-90.2% |