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 | $54,469 |
Service code 12 · EIN 84-1477138 | Participant communication; Claims pro... | $15,933 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $7,526 |
Employer contribution per participant 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 | $50,192 | $89,739-44.1% | $149,718-66.5% | $62,292-19.4% |
| Participation rate | 92.5% | 85.1%+7.4pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 17.00% | 21.01%-4.0pp | 1501.63%-1484.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $830 | $3,233-74.3% | $5,445-84.8% | $2,042-59.4% |
| Participant deferral / active EE | $4,662 | $4,797-2.8% | $6,569-29.0% | $3,169+47.1% |
| Admin fee / account holder | $261 | $551-52.7% | $11,283-97.7% | $479-45.6% |