Filed October 8, 2007
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 |
|---|---|---|
Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · CITY OF INDUSTRY, CA 19178 | Legal | $10,546 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,072 | $63,905+23.7% | $74,183+6.6% | $57,658+37.1% |
| Participation rate | 79.2% | 79.8%-0.5pp | 76.6%+2.6pp | 70.2%+9.0pp |
| Annual return | 4.24% | 60.60%-56.4pp | 17.74%-13.5pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,217 | $1,840-33.9% | $2,370-48.6% | $1,974-38.3% |
| Participant deferral / active EE | $3,576 | $3,448+3.7% | $3,550+0.7% | $3,061+16.8% |
| Admin fee / account holder | $44 | $91-51.2% | $5,586-99.2% | $95-53.0% |