Filed January 1, 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 9-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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 27 · EIN 20-3431077 | Advisory (Plan) | $26,073 |
PACIFIC PORTFOLIO CONSULTING1+ years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 51 · EIN 20-3431077 | Investment Mgmt Fees | $25,310 |
PACIFIC PORTFOLIO CONSULTING1+ years Service code 50 · EIN 20-3431077 | Direct Payment | $13,014 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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 | $157,777 | $70,002+125.4% | $115,037+37.2% | $52,331+201.5% |
| Participation rate | 99.4% | 72.1%+27.3pp | 81.4%+18.1pp | 68.1%+31.3pp |
| Annual return | 0.71% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $11,807 | $2,715+334.9% | $4,608+156.2% | $1,882+527.5% |
| Participant deferral / active EE | $6,436 | $4,920+30.8% | $6,026+6.8% | $3,022+113.0% |
| Admin fee / account holder | $264 | $566-53.4% | $8,175-96.8% | $592-55.4% |