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) | $71,795 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,804 | $78,781+35.6% | $100,516+6.3% | $73,409+45.5% |
| Participation rate | 95.1% | 80.0%+15.1pp | 79.4%+15.7pp | 72.2%+22.9pp |
| Annual return | 15.11% | 31.69%-16.6pp | 30.89%-15.8pp | 59.29%-44.2pp |
| Employer contribution / active EE | $5,304 | $2,420+119.2% | $3,418+55.2% | $2,234+137.5% |
| Participant deferral / active EE | $8,991 | $6,537+37.5% | $6,270+43.4% | $3,805+136.3% |
| Admin fee / account holder | $201 | $145+38.2% | $8,081-97.5% | $158+27.2% |