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) | $28,653 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,284 | $84,784-58.4% | $98,439-64.2% | $74,419-52.6% |
| Participation rate | 82.7% | 81.5%+1.2pp | 75.2%+7.6pp | 70.7%+12.0pp |
| Annual return | 17.81% | 20.59%-2.8pp | 21.16%-3.3pp | 34.38%-16.6pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,785 | $5,218-46.6% | $4,738-41.2% | $4,528-38.5% |
| Admin fee / account holder | $73 | $204-64.4% | $8,948-99.2% | $348-79.1% |