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 |
|---|---|---|
Filed as: FINANCIAL COUNSELING RESOURCES Service code 26 3631 S. HARBOR BLVD · SANTA ANA, CA 92704 | Advisory (Participants) | $27,644 |
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 | $40,718 | $85,135-52.2% | $98,907-58.8% | $73,409-44.5% |
| Participation rate | 92.5% | 81.1%+11.3pp | 76.0%+16.4pp | 72.2%+20.3pp |
| Annual return | 13.84% | 19.14%-5.3pp | 196.43%-182.6pp | 59.29%-45.5pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,302 | $4,349-47.1% | $4,244-45.8% | $3,805-39.5% |
| Admin fee / account holder | $88 | $139-36.7% | $6,642-98.7% | $158-44.1% |