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 RHEA2 years Service code 22 9988 HIBERT ST STE 201 · SAN DIEGO, CA 92131 | Insurance Broker | $8,871 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,810 | $76,000-68.7% | $154,107-84.5% | $64,186-62.9% |
| Participation rate | 74.2% | 70.4%+3.8pp | 83.0%-8.8pp | 69.6%+4.7pp |
| Annual return | -0.07% | 30.32%-30.4pp | 735.12%-735.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,033 | $3,175-4.5% | $5,081-40.3% | $3,470-12.6% |
| Admin fee / account holder | $8 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |