Filed July 16, 2006 (most recent of 2 filings on file)
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 16 12255 EL CAMINO REAL · SAN DIEGO, CA 92130 | Consulting | $5,816 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,214 | $127,481+6.9% | $149,696-9.0% | $90,288+50.9% |
| Participation rate | 51.1% | 78.2%-27.2pp | 82.5%-31.4pp | 73.4%-22.3pp |
| Annual return | 17.70% | 57.78%-40.1pp | 276.60%-258.9pp | 53.97%-36.3pp |
| Employer contribution / active EE | $437 | $3,448-87.3% | $4,644-90.6% | $2,524-82.7% |
| Participant deferral / active EE | $4,986 | $6,975-28.5% | $6,842-27.1% | $4,232+17.8% |
| Admin fee / account holder | $69 | $152-54.5% | $9,309-99.3% | $114-39.5% |