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 | $1,290,690 |
DAVID ROMANO2 years Filed as: DAVID HILTON Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $121,408 |
SEAN MEAD2 years Filed as: SEAN MUHLSTEIN Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $34,146 |
VIOLETA MENDEZ3 years Service code 55 8700 BEVERLY BLVD · W HOLLYWOOD, CA 90048 | Other Commissions | $34,146 |
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 | $116,626 | $66,513+75.3% | $178,490-34.7% | $106,222+9.8% |
| Participation rate | 99.4% | 73.8%+25.6pp | 81.9%+17.5pp | 70.8%+28.6pp |
| Annual return | 15.46% | 21.81%-6.4pp | 151.07%-135.6pp | 21.69%-6.2pp |
| Employer contribution / active EE | $2,564 | $1,776+44.4% | $5,011-48.8% | $2,723-5.8% |
| Participant deferral / active EE | $9,174 | $3,679+149.4% | $5,202+76.4% | $4,600+99.4% |
| Admin fee / account holder | $81 | $53+51.1% | $13,984-99.4% | $78+3.1% |