Filed July 14, 2006
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 |
|---|---|---|
ACTUARIAL BENEFITS CORP9 years Service code 49 · EIN 20-1054428 SUITE 300 2790 SKYPARK DR · TORRANCE, CA 90505 | Other Services | $36,667 |
SHUSTER ADVISORY GROUP, LLC4 years Service code 99 · EIN 46-4984194 | Other Fees | $9,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,011 | $78,485+59.3% | $106,213+17.7% | $74,495+67.8% |
| Participation rate | 84.9% | 72.8%+12.1pp | 75.3%+9.6pp | 67.2%+17.7pp |
| Annual return | 10.40% | 15.95%-5.5pp | 116.14%-105.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $5,604 | $2,523+122.2% | $3,171+76.7% | $2,623+113.7% |
| Participant deferral / active EE | $4,365 | $4,322+1.0% | $5,016-13.0% | $4,346+0.4% |
| Admin fee / account holder | $358 | $2,232-83.9% | $11,033-96.8% | $1,942-81.5% |