Filed November 9, 2005
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) | $50,090 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $86,223 | $73,102+17.9% | $123,544-30.2% | $56,287+53.2% |
| Participation rate | 90.6% | 74.3%+16.3pp | 82.3%+8.3pp | 69.9%+20.8pp |
| Annual return | -5.11% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,713 | $2,977-42.4% | $4,628-63.0% | $2,111-18.8% |
| Participant deferral / active EE | $8,354 | $5,423+54.1% | $6,426+30.0% | $3,350+149.4% |
| Admin fee / account holder | $193 | $554-65.2% | $9,284-97.9% | $521-63.0% |