Filed November 9, 2005
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 |
|---|---|---|
JULIA RHEA1 year Service code 22 9988 HIBERT ST STE 201 · SAN DIEGO, CA 92131 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,935 | $84,233-74.0% | $170,442-87.1% | $70,131-68.7% |
| Participation rate | 86.7% | 70.8%+15.9pp | 83.6%+3.1pp | 69.5%+17.2pp |
| Annual return | 15.07% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,041 | $3,086-1.4% | $4,939-38.4% | $3,332-8.7% |
| Admin fee / account holder | $16 | $5,698-99.7% | $13,880-99.9% | $4,645-99.7% |