Filed June 14, 2006 (most recent of 4 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $536,515 |
DAVID F HILTON1 year Service code 55 509 N GUADALUPE AVE · REDONDO BEACH, CA 90277 | Other Commissions | $108,513 |
SEAN MEAD1 year Filed as: SEAN D MUHLSTEN Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $36,341 |
KATHLEEN RZEPLINSKI1 year Filed as: KATHLEEN A STOVE Service code 55 | Other Commissions | $32,353 |
KATHLEEN RZEPLINSKI1 year Filed as: KATHLEEN A STOVEL Service code 55 6419 W 6TH ST · LOS ANGELES, CA 90048 | Other Commissions | $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 | $88,244 | $43,110+104.7% | $156,549-43.6% | $65,292+35.2% |
| Participation rate | 98.7% | 69.3%+29.4pp | 84.0%+14.7pp | 72.4%+26.3pp |
| Annual return | 8.82% | 11.24%-2.4pp | 32.23%-23.4pp | 11.84%-3.0pp |
| Employer contribution / active EE | $2,316 | $1,702+36.1% | $5,501-57.9% | $2,302+0.6% |
| Participant deferral / active EE | $7,978 | $2,520+216.6% | $4,871+63.8% | $3,579+122.9% |
| Admin fee / account holder | $43 | $47-10.0% | $13,027-99.7% | $57-25.9% |