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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,918 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $13,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,724 | $62,723+87.7% | $142,863-17.6% | $86,799+35.6% |
| Participation rate | 97.5% | 62.6%+34.9pp | 71.9%+25.6pp | 72.3%+25.2pp |
| Annual return | 13.78% | 17.62%-3.8pp | 5637.54%-5623.8pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,937 | $1,627+80.6% | $4,144-29.1% | $2,405+22.1% |
| Participant deferral / active EE | $5,769 | $3,039+89.8% | $3,837+50.3% | $4,131+39.7% |
| Admin fee / account holder | $172 | $140+23.5% | $6,560-97.4% | $170+1.6% |