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 · EIN 72-1606466 3631 S. HARBOR BLVD · SANTA ANA, CA 92704 | Advisory (Participants) | $29,661 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,846 | $81,908-59.9% | $90,749-63.8% | $64,808-49.3% |
| Participation rate | 78.6% | 80.5%-1.8pp | 75.7%+2.9pp | 71.5%+7.2pp |
| Annual return | -13.90% | -12.53%-1.4pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,406 | $4,840-50.3% | $4,564-47.3% | $4,310-44.2% |
| Admin fee / account holder | $77 | $157-50.7% | $8,445-99.1% | $188-58.8% |