Filed June 8, 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 94903 | Advisory (Plan) | $6,653 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,476 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,085 | $47,977-60.2% | $154,107-87.6% | $56,287-66.1% |
| Participation rate | 88.1% | 66.2%+21.9pp | 83.0%+5.0pp | 69.9%+18.2pp |
| Annual return | -6.99% | 3.54%-10.5pp | 735.12%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,341 | $2,169+7.9% | $5,298-55.8% | $2,111+10.9% |
| Participant deferral / active EE | $3,608 | $2,392+50.9% | $5,081-29.0% | $3,350+7.7% |
| Admin fee / account holder | $98 | $438-77.6% | $13,411-99.3% | $521-81.2% |