Filed December 20, 2016 (most recent of 21 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RNP ADVISORY SERVICES2+ years Service code 26 · EIN 77-0481209 17190 MONTEREY ST. · MORGAN HILL, CA 95037 | Advisory (Participants) | $31,870 |
BIANCHI, KASAVAN & POPE, LLP2+ years Service code 10 · EIN 94-1541507 | Accounting | $14,500 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS2+ years Service code 13 · EIN 87-0364490 3200 SOUTH 700 EAST · SALT LAKE CITY, UT 84106 | Contract Administrator | $1,895 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $350 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,139 | $63,924+16.0% | $108,582-31.7% | $55,167+34.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 79.6%+2.2pp | 69.0%+12.8pp |
| Annual return | 9.15% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,082 | $1,879-42.4% | $3,758-71.2% | $1,963-44.9% |
| Participant deferral / active EE | $3,550 | $3,067+15.8% | $4,311-17.7% | $3,054+16.2% |
| Admin fee / account holder | $284 | $618-54.0% | $7,645-96.3% | $504-43.7% |