Filed February 11, 2011
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 |
|---|---|---|
Filed as: FIDUCIARY SERVICES, INC Service code 28 369 B THIRD ST #543 · SAN RAFAEL, CA 94901 | Investment Management | $23,598 |
HEARD MCELROY & VESTAL, LLC2 years Filed as: HEARD, MCELROY & VESTAL Service code 10 · EIN 72-0398470 | Accounting | $20,550 |
CROWE LLP1 year Service code 65 · EIN 35-0921680 | Account Maintenance | $18,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,333 | $66,302+199.1% | $110,238+79.9% | $56,287+252.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -24.29% | -1.18%-23.1pp | 314.74%-339.0pp | -9.96%-14.3pp |
| Employer contribution / active EE | $17,940 | $2,047+776.3% | $3,826+368.8% | $2,111+749.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $415 | $698-40.6% | $8,547-95.1% | $521-20.3% |