Filed March 17, 2016
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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,026 |
RPW SOLUTIONS LLC3 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $10,513 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,298 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,986 | $50,982-35.3% | $154,803-78.7% | $85,563-61.4% |
| Participation rate | 19.5% | 59.8%-40.2pp | 78.1%-58.5pp | 66.0%-46.4pp |
| Annual return | 19.89% | 30.35%-10.5pp | 58.88%-39.0pp | 31.51%-11.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,061 | $2,474-57.1% | $5,540-80.8% | $4,375-75.7% |
| Admin fee / account holder | $227 | $846-73.1% | $14,329-98.4% | $834-72.7% |