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 | $674,643 |
DAVID F HILTON2 years Service code 55 509 N GUADALUPE AVE · REDONDO BEACH, CA 90277 | Other Commissions | $49,471 |
KATHLEEN RZEPLINSKI2 years Filed as: KATHLEEN A STOVE Service code 55 | Other Commissions | $13,914 |
SEAN MEAD2 years Filed as: SEAN D MUHLSTEN Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $13,914 |
KATHLEEN RZEPLINSKI2 years 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 | $97,258 | $48,835+99.2% | $170,442-42.9% | $177,276-45.1% |
| Participation rate | 98.9% | 72.1%+26.8pp | 83.6%+15.3pp | 74.8%+24.1pp |
| Annual return | 15.53% | 19.44%-3.9pp | 205.93%-190.4pp | 21.25%-5.7pp |
| Employer contribution / active EE | $2,333 | $1,798+29.8% | $5,433-57.1% | $2,479-5.9% |
| Participant deferral / active EE | $8,144 | $2,757+195.4% | $4,939+64.9% | $3,881+109.9% |
| Admin fee / account holder | $49 | $52-5.1% | $13,880-99.6% | $154-68.0% |