Filed March 24, 2021 (most recent of 3 filings on file)
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) | $4,856 |
CRPS, INC1 year Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Contract Administrator | $4,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,156 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 8515 EASHT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $406 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,828 | $37,196-38.6% | $154,107-85.2% | $55,725-59.0% |
| Participation rate | 64.7% | 64.1%+0.6pp | 83.0%-18.3pp | 70.9%-6.1pp |
| Annual return | -3.64% | 1319.68%-1323.3pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,726 | $2,068-16.6% | $5,081-66.0% | $3,356-48.6% |
| Admin fee / account holder | $47 | $102-53.5% | $13,411-99.6% | $115-58.9% |