Filed January 14, 2006 (most recent of 2 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 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,157 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,021 |
FREEMON SHAPARD & STORY7 years Service code 99 807 8TH ST 2ND FL · WICHITA FALLS, TX 763013381 | Other Fees | $8,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,947 | $132,049-18.3% | $200,582-46.2% | $74,304+45.3% |
| Participation rate | 91.0% | 84.1%+7.0pp | 86.9%+4.2pp | 60.3%+30.7pp |
| Annual return | 18.49% | 22.22%-3.7pp | 42.33%-23.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $3,828 | $4,558-16.0% | $6,419-40.4% | $2,241+70.8% |
| Participant deferral / active EE | $5,429 | $7,213-24.7% | $9,331-41.8% | $3,767+44.1% |
| Admin fee / account holder | $311 | $2,405-87.1% | $16,305-98.1% | $2,969-89.5% |