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 · EIN 14-1886375 369 B THIRD ST #543 · SAN RAFAEL, CA 94901 | Investment Management | $12,480 |
VALUE CONSULTING GROUP3 years Filed as: VALUE MANAGEMENT, INC. Service code 16 · EIN 23-2639318 | Consulting | $7,500 |
CROWE LLP4 years Service code 65 · EIN 35-0921680 | Account Maintenance | $5,875 |
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 | $173,430 | $93,182+86.1% | $146,665+18.2% | $79,386+118.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 7.68% | 21.61%-13.9pp | 22.74%-15.1pp | 116.85%-109.2pp |
| Employer contribution / active EE | $24,954 | $2,420+931.3% | $4,136+503.3% | $2,427+928.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $150 | $585-74.3% | $10,280-98.5% | $626-76.0% |