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) | $28,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,873 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $98,074 | $130,194-24.7% | $169,993-42.3% | $71,457+37.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.02% | 20.37%-2.3pp | 53.37%-35.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,935 | $4,381+12.6% | $6,785-27.3% | $2,588+90.7% |
| Participant deferral / active EE | $7,358 | $6,923+6.3% | $10,408-29.3% | $4,289+71.6% |
| Admin fee / account holder | $135 | $966-86.0% | $12,815-98.9% | $1,587-91.5% |