Filed February 10, 2011 (most recent of 3 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 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,869 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,145 | $55,453-43.8% | $170,442-81.7% | $62,292-50.0% |
| Participation rate | 52.3% | 66.4%-14.1pp | 83.6%-31.3pp | 69.5%-17.2pp |
| Annual return | 19.09% | 21.38%-2.3pp | 205.93%-186.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $921 | $2,164-57.4% | $5,433-83.1% | $2,042-54.9% |
| Participant deferral / active EE | $2,737 | $2,303+18.8% | $4,939-44.6% | $3,169-13.6% |
| Admin fee / account holder | $9 | $455-98.0% | $13,880-99.9% | $479-98.1% |