Filed April 9, 2024 (most recent of 5 filings on file)
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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $42,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,015 |
MAIN STREET RESEARCH LLC2 years Filed as: MAIN STREET BANK Service code 27 81 GRANGER BLVD · MARLBOROUGH, MA 01430 | Advisory (Plan) | -$7,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,370 | $102,553-16.8% | $151,611-43.7% | $66,914+27.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.88% | -10.82%-4.1pp | 3.33%-18.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $4,445 | $4,180+6.3% | $6,166-27.9% | $2,544+74.7% |
| Participant deferral / active EE | $6,797 | $6,641+2.4% | $8,363-18.7% | $4,237+60.4% |
| Admin fee / account holder | $219 | $630-65.2% | $11,616-98.1% | $593-63.1% |