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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: GRANITE INVESTMENT Service code 27 · EIN 27-0225271 2121 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $37,460 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, STE 300 · TORRANCE, CA 90505 | Actuarial | $16,950 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 707 WILSHIRE BOULEVARD · LOS ANGELES, CA 90017 | Bank Trustee | $11,887 |
DISSINGER ASSOCIATES3+ years Service code 11 · EIN 95-3718031 11835 W. OLYMPIC BOULEVARD · LOS ANGELES, CA 900645828 | Actuarial | $900 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 18.65% | 14.65%+4.0pp | 8.93%+9.7pp | 10.41%+8.2pp |
| Employer contribution / active EE | $706 | $18,218-96.1% | $43,470-98.4% | $14,691-95.2% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |