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) | $48,621 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY 14221 | Contract Administrator | $42,817 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,004 |
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 | $46,346 | $50,815-8.8% | $155,509-70.2% | $77,643-40.3% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.0pp |
| Annual return | 10.28% | 34.80%-24.5pp | 64.67%-54.4pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,268 | $1,993-36.4% | $4,672-72.9% | $2,726-53.5% |
| Participant deferral / active EE | $2,155 | $2,822-23.6% | $5,626-61.7% | $4,647-53.6% |
| Admin fee / account holder | $38 | $437-91.2% | $15,912-99.8% | $430-91.1% |