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) | $41,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,094 |
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 | $102,474 | $54,121+89.3% | $134,143-23.6% | $73,409+39.6% |
| Participation rate | 93.0% | 64.4%+28.7pp | 72.2%+20.9pp | 72.2%+20.9pp |
| Annual return | 14.80% | -312.52%+327.3pp | 36.33%-21.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,370 | $1,402+69.1% | $3,704-36.0% | $2,234+6.1% |
| Participant deferral / active EE | $4,559 | $2,844+60.3% | $3,499+30.3% | $3,805+19.8% |
| Admin fee / account holder | $139 | $132+5.2% | $6,684-97.9% | $158-11.8% |