Filed November 4, 2010
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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $84,882 | $47,648+78.1% | $130,648-35.0% | $67,579+25.6% |
| Participation rate | 97.8% | 60.4%+37.4pp | 71.7%+26.1pp | 71.3%+26.5pp |
| Annual return | 21.18% | 25.73%-4.6pp | 1708.96%-1687.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,464 | $1,408+75.0% | $4,092-39.8% | $2,148+14.7% |
| Participant deferral / active EE | $4,688 | $2,616+79.2% | $3,603+30.1% | $3,539+32.5% |
| Admin fee / account holder | $80 | $105-24.1% | $5,464-98.5% | $142-44.0% |