Filed December 14, 1998
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 15 114 PACIFICA · IRVINE, CA 92618 | Recordkeeping | $20,305 |
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $13,163 |
Employer contribution per participant 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 | $30,993 | $74,024-58.1% | $77,999-60.3% | $57,658-46.2% |
| Participation rate | 94.3% | 79.7%+14.6pp | 75.5%+18.8pp | 70.2%+24.1pp |
| Annual return | 7.75% | 12.14%-4.4pp | 425.96%-418.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,441 | $3,533-30.9% | $3,497-30.2% | $3,061-20.2% |
| Admin fee / account holder | $98 | $93+5.5% | $5,480-98.2% | $95+4.0% |