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) | $33,317 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $20,087 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,639 | $84,487+38.1% | $125,339-6.9% | $66,914+74.3% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.5pp | 69.8%+22.1pp |
| Annual return | -14.49% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,190 | $3,553-38.3% | $4,814-54.5% | $2,544-13.9% |
| Participant deferral / active EE | $9,359 | $6,781+38.0% | $7,446+25.7% | $4,237+120.9% |
| Admin fee / account holder | $257 | $685-62.5% | $10,010-97.4% | $593-56.7% |