Filed March 15, 2006
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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,070 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,272 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,470 | $47,456-61.1% | $172,739-89.3% | $77,787-76.3% |
| Participation rate | 56.0% | 66.3%-10.3pp | 82.6%-26.7pp | 73.2%-17.3pp |
| Annual return | 3.88% | 35.57%-31.7pp | 802.84%-799.0pp | 32.57%-28.7pp |
| Employer contribution / active EE | $857 | $1,574-45.6% | $5,143-83.3% | $2,504-65.8% |
| Participant deferral / active EE | $1,257 | $2,560-50.9% | $5,198-75.8% | $3,967-68.3% |
| Admin fee / account holder | $69 | $81-14.5% | $13,954-99.5% | $100-30.9% |