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 |
|---|---|---|
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D BILLER ASSOCIATES INC Service code 27 535 MIDDLEFIELD ROAD · MENLO PARK, CA 94025 | Advisory (Plan) | $30,000 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMERMAN & CO. Service code 10 · EIN 94-1341042 | Accounting | $3,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$36,299 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,389 | $55,636+355.4% | $81,983+209.1% | $73,488+244.8% |
| Participation rate | 94.8% | 62.3%+32.5pp | 69.2%+25.6pp | 70.7%+24.1pp |
| Annual return | 8.82% | 19.07%-10.2pp | 41.31%-32.5pp | 28.51%-19.7pp |
| Employer contribution / active EE | $10,348 | $1,625+537.0% | $2,498+314.2% | $2,270+355.8% |
| Participant deferral / active EE | $15,457 | $2,762+459.6% | $3,722+315.3% | $3,740+313.3% |
| Admin fee / account holder | $131 | $493-73.5% | $5,664-97.7% | $513-74.5% |