Filed April 27, 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 | $61,869 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $14,130 |
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 | $107,893 | $41,854+157.8% | $73,843+46.1% | $52,331+106.2% |
| Participation rate | 92.9% | 66.2%+26.7pp | 73.4%+19.5pp | 68.1%+24.8pp |
| Annual return | -0.29% | 2.11%-2.4pp | 2267.84%-2268.1pp | 4.54%-4.8pp |
| Employer contribution / active EE | $7,404 | $1,920+285.6% | $2,787+165.6% | $1,882+293.5% |
| Participant deferral / active EE | $10,201 | $2,498+308.4% | $3,583+184.7% | $3,022+237.5% |
| Admin fee / account holder | $334 | $493-32.2% | $4,880-93.2% | $592-43.6% |