See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,354 |
DUNBAR, BENDER & ZAPF, INC.8+ years Service code 13 437 GRANT ST., SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,059 | $49,451+102.3% | $79,550+25.8% | $66,914+49.5% |
| Participation rate | 78.9% | 61.3%+17.6pp | 69.5%+9.4pp | 69.8%+9.1pp |
| Annual return | -15.49% | 84.25%-99.7pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $406 | $1,266-67.9% | $2,413-83.2% | $2,544-84.0% |
| Participant deferral / active EE | $3,073 | $3,159-2.7% | $3,985-22.9% | $4,237-27.5% |
| Admin fee / account holder | $407 | $595-31.6% | $6,832-94.0% | $593-31.4% |