Filed July 28, 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 26 · EIN 71-0294708 | Advisory (Participants) | $29,011 |
MATTINGLEY CATHERINE J2 years Service code 55 2991 BREEZY MEADOW CIR · CORONA, CA 92883 | Other Commissions | $21,295 |
KSJG, LLP1 year Service code 10 100 SPECTRUM CENTER DRIVE · IRVINE, CA 92618 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,082 | $39,898+100.7% | $121,196-33.9% | $55,725+43.7% |
| Participation rate | 29.1% | 61.2%-32.2pp | 71.7%-42.7pp | 70.9%-41.8pp |
| Annual return | -4.47% | -0.96%-3.5pp | 16.93%-21.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $362 | $1,295-72.1% | $4,022-91.0% | $2,078-82.6% |
| Participant deferral / active EE | $1,556 | $2,439-36.2% | $3,344-53.5% | $3,356-53.6% |
| Admin fee / account holder | $196 | $95+106.0% | $5,019-96.1% | $115+70.1% |