Filed October 29, 1997
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 10 · EIN 33-0146112 2650 E IMPERIAL HWY, SUITE 300 · BREA, CA 92821 | Accounting | $10,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,459 | $63,114-31.1% | $92,893-53.2% | $65,185-33.3% |
| Participation rate | 95.5% | 68.8%+26.7pp | 76.0%+19.5pp | 70.2%+25.3pp |
| Annual return | 9.16% | 28.75%-19.6pp | 109.41%-100.3pp | 29.38%-20.2pp |
| Employer contribution / active EE | $4,344 | $2,571+69.0% | $3,653+18.9% | $2,177+99.6% |
| Participant deferral / active EE | $2,950 | $3,108-5.1% | $4,236-30.4% | $3,514-16.0% |
| Admin fee / account holder | $327 | $624-47.6% | $5,794-94.4% | $847-61.4% |