Filed January 28, 2004 (most recent of 4 filings on file)
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 27 201 MISSION STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $45,336 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 INSURANCE COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,057 |
Filed as: BENEFIT PLANS ADMINSTRATIVE SERVICE Service code 13 · EIN 16-1616474 6 RHOADES DRIVE · UTICA, NY 13502 | Contract Administrator | $10,778 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,481 | $132,049-44.4% | $200,582-63.4% | $74,304-1.1% |
| Participation rate | 95.9% | 84.1%+11.8pp | 86.9%+9.0pp | 60.3%+35.5pp |
| Annual return | 12.09% | 22.22%-10.1pp | 42.33%-30.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $3,734 | $4,558-18.1% | $6,419-41.8% | $2,241+66.6% |
| Participant deferral / active EE | $4,194 | $7,213-41.9% | $9,331-55.1% | $3,767+11.3% |
| Admin fee / account holder | $216 | $2,405-91.0% | $16,305-98.7% | $2,969-92.7% |