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) | $66,265 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,200 |
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 | $94,137 | $69,231+36.0% | $91,989+2.3% | $67,579+39.3% |
| Participation rate | 96.0% | 78.9%+17.1pp | 78.6%+17.4pp | 71.3%+24.8pp |
| Annual return | 22.01% | 32.03%-10.0pp | 69.02%-47.0pp | 378.56%-356.5pp |
| Employer contribution / active EE | $4,570 | $2,284+100.1% | $3,452+32.4% | $2,148+112.8% |
| Participant deferral / active EE | $8,735 | $5,854+49.2% | $5,923+47.5% | $3,539+146.8% |
| Admin fee / account holder | $132 | $107+22.9% | $7,743-98.3% | $142-7.2% |