Filed January 27, 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.
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 SUITE B60 · SAN RAFEL, CA 94903 | Advisory (Plan) | $45,113 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $36,869 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,333 | $47,126-5.9% | $149,673-70.4% | $74,419-40.4% |
| Participation rate | 99.8% | 63.4%+36.4pp | 78.8%+21.0pp | 70.7%+29.1pp |
| Annual return | 13.48% | 22.75%-9.3pp | 134.42%-120.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,295 | $1,905-32.0% | $4,818-73.1% | $2,637-50.9% |
| Participant deferral / active EE | $2,296 | $2,728-15.8% | $5,680-59.6% | $4,528-49.3% |
| Admin fee / account holder | $19 | $343-94.6% | $13,210-99.9% | $348-94.7% |