Filed January 1, 2012
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $51,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,968 |
MEIHAUS CPA, PC1 year Service code 10 · EIN 88-0926982 201 E GRAND AVE · ESCONDIDO, CA 92028 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,527 | $91,407+8.9% | $135,903-26.8% | $71,457+39.3% |
| Participation rate | 92.5% | 75.7%+16.8pp | 81.9%+10.6pp | 67.9%+24.5pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,597 | $3,703+24.1% | $4,856-5.3% | $2,588+77.7% |
| Participant deferral / active EE | $9,385 | $7,092+32.3% | $7,758+21.0% | $4,289+118.8% |
| Admin fee / account holder | $271 | $1,266-78.6% | $10,762-97.5% | $1,587-82.9% |