Filed January 27, 2009
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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL CA, CA 94903 | Advisory (Plan) | $35,500 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVIN CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $28,607 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,771 | $56,485-26.1% | $185,823-77.5% | $86,799-51.9% |
| Participation rate | 84.8% | 65.5%+19.3pp | 81.7%+3.1pp | 72.3%+12.5pp |
| Annual return | 14.16% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,569 | $1,843-14.8% | $5,167-69.6% | $2,405-34.8% |
| Participant deferral / active EE | $2,551 | $2,553-0.1% | $5,568-54.2% | $4,131-38.3% |
| Admin fee / account holder | $124 | $150-17.2% | $16,237-99.2% | $170-26.9% |