Filed July 29, 2010
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 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $17,413 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,245 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,499 | $59,186+46.1% | $76,768+12.7% | $56,287+53.7% |
| Participation rate | 89.6% | 75.2%+14.4pp | 77.0%+12.6pp | 69.9%+19.8pp |
| Annual return | -3.72% | 6.62%-10.3pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,704 | $1,759+53.8% | $2,485+8.8% | $2,111+28.1% |
| Participant deferral / active EE | $4,816 | $3,255+48.0% | $3,852+25.0% | $3,350+43.8% |
| Admin fee / account holder | $45 | $489-90.7% | $6,675-99.3% | $521-91.3% |