Filed October 4, 2010 (most recent of 3 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. $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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,191 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,375 |
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 | $75,935 | $62,543+21.4% | $83,333-8.9% | $55,725+36.3% |
| Participation rate | 94.7% | 78.4%+16.3pp | 77.8%+16.9pp | 70.9%+23.8pp |
| Annual return | -3.75% | 14.85%-18.6pp | 10.63%-14.4pp | 244.93%-248.7pp |
| Employer contribution / active EE | $4,224 | $2,427+74.0% | $3,379+25.0% | $2,078+103.3% |
| Participant deferral / active EE | $8,373 | $5,682+47.4% | $5,565+50.5% | $3,356+149.5% |
| Admin fee / account holder | $123 | $103+19.5% | $7,510-98.4% | $115+7.0% |