Filed December 31, 1
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 37 · EIN 04-2647786 | Loan Processing | $4,709 |
LOS ANGELES CAPITAL MGMT1 year Filed as: LOS ALAMOS NATIONAL BANK Service code 61 · EIN 85-0165679 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,216 | $79,523-48.2% | $140,016-70.6% | $56,287-26.8% |
| Participation rate | 91.3% | 85.7%+5.6pp | 87.5%+3.8pp | 69.9%+21.5pp |
| Annual return | -7.04% | 2.39%-9.4pp | 651.12%-658.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,639 | $3,350-51.1% | $5,606-70.8% | $2,111-22.4% |
| Participant deferral / active EE | $5,540 | $5,129+8.0% | $6,927-20.0% | $3,350+65.4% |
| Admin fee / account holder | $15 | $614-97.5% | $10,705-99.9% | $521-97.1% |