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) | $13,420 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $344 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,868 | $47,977-50.3% | $154,107-84.5% | $56,287-57.6% |
| Participation rate | 77.4% | 66.2%+11.2pp | 83.0%-5.6pp | 69.9%+7.5pp |
| Annual return | -0.19% | 3.54%-3.7pp | 735.12%-735.3pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,277 | $2,169-41.1% | $5,298-75.9% | $2,111-39.5% |
| Participant deferral / active EE | $3,745 | $2,392+56.6% | $5,081-26.3% | $3,350+11.8% |
| Admin fee / account holder | $9 | $438-98.1% | $13,411-99.9% | $521-98.4% |