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) | $16,458 |
Filed as: DORSA CONSULTING SERVICES, INC. Service code 13 5775 GLENRIDGE DR. NE · SANDY SPRINGS, GA 30328 | Contract Administrator | $1,349 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,850 | $52,953-47.4% | $172,739-83.9% | $65,185-57.3% |
| Participation rate | 58.6% | 66.2%-7.6pp | 82.6%-24.1pp | 70.2%-11.6pp |
| Annual return | 23.36% | 30.12%-6.8pp | 802.84%-779.5pp | 29.38%-6.0pp |
| Employer contribution / active EE | $825 | $2,190-62.3% | $5,143-84.0% | $2,177-62.1% |
| Participant deferral / active EE | $2,461 | $2,471-0.4% | $5,198-52.7% | $3,514-30.0% |
| Admin fee / account holder | $15 | $472-96.7% | $13,954-99.9% | $847-98.2% |