Filed March 15, 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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $47,440 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,974 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $21,282 | $52,293-59.3% | $178,490-88.1% | $73,409-71.0% |
| Participation rate | 72.4% | 65.3%+7.1pp | 81.9%-9.5pp | 72.2%+0.2pp |
| Annual return | 11.09% | 34.75%-23.7pp | 151.07%-140.0pp | 59.29%-48.2pp |
| Employer contribution / active EE | $1,271 | $1,735-26.8% | $5,011-74.6% | $2,234-43.1% |
| Participant deferral / active EE | $1,795 | $2,332-23.0% | $5,202-65.5% | $3,805-52.8% |
| Admin fee / account holder | $70 | $127-45.1% | $13,984-99.5% | $158-55.7% |