Filed April 18, 2001 (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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $67,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278 |
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 | $150,353 | $82,546+82.1% | $140,016+7.4% | $75,289+99.7% |
| Participation rate | 89.3% | 88.4%+1.0pp | 87.5%+1.8pp | 72.4%+16.9pp |
| Annual return | -3.67% | -0.36%-3.3pp | 651.12%-654.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $6,687 | $3,856+73.4% | $5,606+19.3% | $2,405+178.1% |
| Participant deferral / active EE | $11,159 | $5,731+94.7% | $6,927+61.1% | $3,739+198.5% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |