Filed January 7, 2008
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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Advisory (Plan) | $45,624 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
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 | $202,677 | $89,355+126.8% | $141,162+43.6% | $72,985+177.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.27% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $7,391 | $3,114+137.3% | $4,735+56.1% | $2,440+202.9% |
| Participant deferral / active EE | $11,855 | $5,418+118.8% | $6,709+76.7% | $3,607+228.6% |
| Admin fee / account holder | $408 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |