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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,826 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,143 | $47,126-48.8% | $149,673-83.9% | $74,419-67.6% |
| Participation rate | 66.8% | 63.4%+3.4pp | 78.8%-12.0pp | 70.7%-3.9pp |
| Annual return | 13.93% | 22.75%-8.8pp | 134.42%-120.5pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,312 | $1,905-31.1% | $4,818-72.8% | $2,637-50.2% |
| Participant deferral / active EE | $1,919 | $2,728-29.6% | $5,680-66.2% | $4,528-57.6% |
| Admin fee / account holder | $88 | $343-74.4% | $13,210-99.3% | $348-74.8% |