Filed August 10, 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) | $33,615 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,253 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $98,041 | $80,753+21.4% | $136,294-28.1% | $62,292+57.4% |
| Participation rate | 95.1% | 73.5%+21.5pp | 81.9%+13.1pp | 69.5%+25.6pp |
| Annual return | 17.03% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,494 | $2,884+21.2% | $4,695-25.6% | $2,042+71.1% |
| Participant deferral / active EE | $9,807 | $5,164+89.9% | $6,247+57.0% | $3,169+209.5% |
| Admin fee / account holder | $191 | $525-63.6% | $9,243-97.9% | $479-60.1% |