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 | $1,331,000 |
DAVID ROMANO1 year Filed as: DAVID HILTON Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $115,472 |
SEAN MEAD1 year Filed as: SEAN MUHLSTEIN Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $32,477 |
VIOLETA MENDEZ2 years Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $32,477 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,496 | $58,202+83.0% | $172,739-38.3% | $89,569+18.9% |
| Participation rate | 98.8% | 72.8%+26.0pp | 82.6%+16.2pp | 69.6%+29.2pp |
| Annual return | 20.40% | 61.59%-41.2pp | 802.84%-782.4pp | 34.56%-14.2pp |
| Employer contribution / active EE | $2,544 | $1,759+44.6% | $5,143-50.5% | $2,584-1.6% |
| Participant deferral / active EE | $8,611 | $3,335+158.2% | $5,198+65.7% | $4,220+104.1% |
| Admin fee / account holder | $88 | $53+67.6% | $13,954-99.4% | $72+23.0% |