Filed February 15, 2008
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 |
|---|---|---|
FRANK RIMERMAN & CO LLP3+ years Filed as: FRANK, RIMERMAN & CO. LLP Service code 16 · EIN 94-1341042 60 SOUTH MARKET STREET · SAN JOSE, CA 95113 | Consulting | $4,535 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,323 | $42,396+377.2% | $67,313+200.6% | $56,287+259.5% |
| Participation rate | 93.5% | 61.0%+32.5pp | 69.1%+24.4pp | 69.9%+23.6pp |
| Annual return | 14.68% | -36.63%+51.3pp | -4.08%+18.8pp | -9.96%+24.6pp |
| Employer contribution / active EE | $9,031 | $1,414+538.9% | $2,566+252.0% | $2,111+327.8% |
| Participant deferral / active EE | $13,505 | $2,360+472.3% | $3,568+278.5% | $3,350+303.2% |
| Admin fee / account holder | $18 | $510-96.5% | $4,507-99.6% | $521-96.6% |