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 | $47,527 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,690 |
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 | $39,966 | $65,223-38.7% | $80,019-50.1% | $55,725-28.3% |
| Participation rate | 91.8% | 80.6%+11.2pp | 75.8%+16.0pp | 70.9%+20.9pp |
| Annual return | 4.99% | 7.59%-2.6pp | 11.22%-6.2pp | 244.93%-239.9pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,527 | $3,881-34.9% | $3,686-31.4% | $3,356-24.7% |
| Admin fee / account holder | $230 | $114+101.6% | $6,521-96.5% | $115+99.9% |