Filed May 21, 2012
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 |
|---|---|---|
DISSINGER ASSOCIATES2+ years Service code 11 · EIN 95-3718031 11835 W. OLYMPIC BOULEVARD · LOS ANGELES, CA 900645828 | Actuarial | $23,525 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: GRANITE INVESTMENT Service code 27 · EIN 27-0225271 2121 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $14,010 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 707 WILSHIRE BOULEVARD · LOS ANGELES, CA 90017 | Bank Trustee | $12,460 |
See 1 actuary disclosure. $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.
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 | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 6.08% | 3.08%+3.0pp | 4.07%+2.0pp | 4.56%+1.5pp |
| Employer contribution / active EE | $1,111 | $13,461-91.7% | $45,149-97.5% | $15,526-92.8% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |