Filed February 15, 2004
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) | $39,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $30,435 |
Service code 13 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 220334002 | Contract Administrator | $10,525 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,133 | $102,382+97.4% | $147,005+37.5% | $80,874+149.9% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.8pp |
| Annual return | 13.75% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $5,570 | $3,715+49.9% | $4,934+12.9% | $2,756+102.1% |
| Participant deferral / active EE | $14,013 | $6,646+110.8% | $8,070+73.6% | $4,297+226.1% |
| Admin fee / account holder | $422 | $7,942-94.7% | $13,006-96.8% | $6,935-93.9% |