Filed December 1, 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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,797 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,419 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,470 | $45,719-7.1% | $96,139-55.8% | $93,030-54.3% |
| Participation rate | 9.8% | 45.8%-36.1pp | 68.4%-58.7pp | 73.9%-64.1pp |
| Annual return | 10.64% | 3211.95%-3201.3pp | 191.94%-181.3pp | 158.70%-148.1pp |
| Employer contribution / active EE | $218 | $1,139-80.8% | $2,797-92.2% | $2,706-91.9% |
| Participant deferral / active EE | $526 | $2,344-77.6% | $4,349-87.9% | $4,562-88.5% |
| Admin fee / account holder | $212 | $128+65.5% | $5,537-96.2% | $152+39.7% |