Filed November 17, 2008
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 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $48,542 |
Service code 12 · EIN 84-1477138 | Participant communication; Participan... | $16,785 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Investm... | $8,822 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,827 | $74,089-34.1% | $133,980-63.6% | $55,167-11.5% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.1%+5.3pp | 69.0%+23.4pp |
| Annual return | 5.95% | 12.11%-6.2pp | 29.30%-23.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $807 | $3,064-73.7% | $5,211-84.5% | $1,963-58.9% |
| Participant deferral / active EE | $4,364 | $4,678-6.7% | $6,282-30.5% | $3,054+42.9% |
| Admin fee / account holder | $283 | $458-38.2% | $9,324-97.0% | $504-43.8% |