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, LLC2+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $45,474 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 12 35 IRON POINT CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Participant loan processing; Claims p... | $14,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,406 | $32,425+9.2% | $74,583-52.5% | $55,167-35.8% |
| Participation rate | 49.8% | 54.0%-4.2pp | 68.1%-18.3pp | 69.0%-19.2pp |
| Annual return | 7.68% | 10.63%-3.0pp | 20.47%-12.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,282 | $1,043+22.9% | $2,525-49.2% | $1,963-34.7% |
| Participant deferral / active EE | $1,737 | $1,995-12.9% | $3,458-49.8% | $3,054-43.1% |
| Admin fee / account holder | $213 | $748-71.5% | $4,138-94.8% | $504-57.7% |