Filed October 18, 2004
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 |
|---|---|---|
GOLDEN K WEALTH MANAGEMENT, LLC1+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $38,400 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT GROUP Service code 12 | Recordkeeping fees; Recordkeeping and... | $25,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,327 | $27,330+18.3% | $67,711-52.3% | $55,191-41.4% |
| Participation rate | 41.1% | 47.5%-6.4pp | 67.5%-26.4pp | 69.2%-28.1pp |
| Annual return | -1.91% | 8.81%-10.7pp | 25.41%-27.3pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,013 | $855+18.5% | $2,559-60.4% | $1,899-46.6% |
| Participant deferral / active EE | $1,296 | $1,709-24.2% | $3,585-63.9% | $3,046-57.5% |
| Admin fee / account holder | $353 | $109+223.0% | $4,255-91.7% | $91+288.8% |