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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $63,030 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,298 | $104,475+31.4% | $159,436-13.9% | $79,386+72.9% |
| Participation rate | 95.0% | 76.6%+18.3pp | 82.8%+12.1pp | 70.7%+24.3pp |
| Annual return | 15.01% | 67.95%-52.9pp | 263.57%-248.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,197 | $3,417-35.7% | $4,829-54.5% | $2,427-9.5% |
| Participant deferral / active EE | $9,570 | $6,467+48.0% | $7,352+30.2% | $4,046+136.6% |
| Admin fee / account holder | $295 | $711-58.6% | $10,799-97.3% | $626-53.0% |