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, LLC4+ years Service code 26 · EIN 45-1549585 5950 CANOGA AVENUE SUITE 540 · WOODLAND HILLS, CA 91367 | Advisory (Participants) | $28,573 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 12 35 IRON POINT CIRCLE, SUITE 300 · FOLSOM, CA 95630 | Recordkeeping fees; Participant loan ... | $25,620 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $59,009 | $33,067+78.4% | $76,523-22.9% | $56,287+4.8% |
| Participation rate | 58.5% | 55.4%+3.1pp | 68.0%-9.5pp | 69.9%-11.4pp |
| Annual return | 26.43% | 2.72%+23.7pp | -0.27%+26.7pp | -9.96%+36.4pp |
| Employer contribution / active EE | $1,698 | $1,200+41.5% | $2,647-35.9% | $2,111-19.6% |
| Participant deferral / active EE | $3,210 | $2,240+43.3% | $3,835-16.3% | $3,350-4.2% |
| Admin fee / account holder | $369 | $537-31.3% | $4,848-92.4% | $521-29.2% |