Filed June 4, 2014 (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 |
|---|---|---|
THE ADVISORY GROUP2+ years Filed as: THE ADVISORY GROUP OF SAN FRANCISCO Service code 27 · EIN 94-3339091 | Advisory (Plan) | $20,656 |
FINANCIAL DECISIONS2+ years Service code 13 · EIN 68-0236868 | Contract Administrator | $14,689 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,610 | $77,634-68.3% | $156,549-84.3% | $62,891-60.9% |
| Participation rate | 84.5% | 71.2%+13.3pp | 84.0%+0.5pp | 69.3%+15.2pp |
| Annual return | 8.35% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,681 | $3,444-51.2% | $5,501-69.4% | $2,281-26.3% |
| Participant deferral / active EE | $1,378 | $3,045-54.8% | $4,871-71.7% | $3,203-57.0% |
| Admin fee / account holder | $281 | $5,561-95.0% | $13,027-97.8% | $4,296-93.5% |