Filed November 12, 2008 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,102 |
Filed as: RETIREMENT ADMINISTRATION INC Service code 13 4966 EL CAMINO REAL STE 213 · LOS ALTOS, CA 94022 | Contract Administrator | $5,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,184 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 01111 | Recordkeeping | $2,453 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,360 | $91,190-63.4% | $178,490-81.3% | $79,858-58.2% |
| Participation rate | 80.2% | 69.2%+11.0pp | 81.9%-1.7pp | 69.6%+10.6pp |
| Annual return | 3.60% | 24.19%-20.6pp | 151.07%-147.5pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,847 | $3,256-12.6% | $5,011-43.2% | $2,471+15.2% |
| Participant deferral / active EE | $2,912 | $3,236-10.0% | $5,202-44.0% | $3,740-22.2% |
| Admin fee / account holder | $179 | $6,751-97.3% | $13,984-98.7% | $5,306-96.6% |