Filed January 29, 2009
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,601 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $27,449 |
Filed as: WEYRICH, CRONIN & SORRA LLC Service code 10 1301 YORK RD · LUTHERVILLE, MD 21093 | Accounting | $13,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $901 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,511 | $56,767+4.8% | $101,794-41.5% | $85,563-30.4% |
| Participation rate | 72.4% | 57.6%+14.8pp | 69.2%+3.2pp | 66.0%+6.4pp |
| Annual return | 73.07% | 17.76%+55.3pp | 30.53%+42.5pp | 31.51%+41.6pp |
| Employer contribution / active EE | $1,087 | $1,112-2.3% | $2,289-52.5% | $2,654-59.0% |
| Participant deferral / active EE | $3,329 | $2,720+22.4% | $4,084-18.5% | $4,375-23.9% |
| Admin fee / account holder | $483 | $1,098-56.0% | $8,777-94.5% | $834-42.1% |