Filed July 26, 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 |
|---|---|---|
Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $62,745 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Direct payment fr... | $16,883 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $8,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,545 | $80,177-43.2% | $123,892-63.2% | $57,658-21.0% |
| Participation rate | 72.7% | 74.4%-1.7pp | 81.4%-8.7pp | 70.2%+2.5pp |
| Annual return | 9.82% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $449 | $2,913-84.6% | $4,617-90.3% | $1,974-77.3% |
| Participant deferral / active EE | $5,089 | $5,130-0.8% | $5,984-15.0% | $3,061+66.3% |
| Admin fee / account holder | $335 | $106+214.7% | $8,357-96.0% | $95+253.9% |