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 | $74,412 |
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $19,875 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Trustee (... | $6,461 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,331 | $155,795-67.7% | $136,294-63.1% | $69,631-27.7% |
| Participation rate | 76.0% | 75.2%+0.7pp | 81.9%-5.9pp | 70.7%+5.3pp |
| Annual return | 22.98% | 232464.33%-232441.4pp | 5155.94%-5133.0pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $493 | $2,991-83.5% | $4,695-89.5% | $2,032-75.7% |
| Participant deferral / active EE | $5,681 | $5,394+5.3% | $6,247-9.1% | $3,224+76.2% |
| Admin fee / account holder | $314 | $128+144.7% | $9,243-96.6% | $110+184.2% |