Filed February 22, 2006 (most recent of 3 filings on file)
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 PARTNERS2+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $240,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,391 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Service code 56 HOAG MEMORIAL HOSPITAL PRESBYTERIAN · NEWPORT BEACH, CA 926634162 | Non-monetary compensation | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,785 | $43,110+87.4% | $156,549-48.4% | $65,292+23.7% |
| Participation rate | 100.0% | 69.3%+30.7pp | 84.0%+16.0pp | 72.4%+27.6pp |
| Annual return | 7.42% | 11.24%-3.8pp | 32.23%-24.8pp | 11.84%-4.4pp |
| Employer contribution / active EE | $3,371 | $1,702+98.1% | $5,501-38.7% | $2,302+46.5% |
| Participant deferral / active EE | $5,443 | $2,520+116.0% | $4,871+11.7% | $3,579+52.1% |
| Admin fee / account holder | $41 | $47-12.6% | $13,027-99.7% | $57-28.0% |