Filed June 23, 2021 (most recent of 2 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) | $18,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,574 |
Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $5,640 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
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 | $80,896 | $86,655-6.6% | $119,609-32.4% | $66,914+20.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.18% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $7,094 | $2,536+179.7% | $4,232+67.6% | $2,544+178.8% |
| Participant deferral / active EE | $4,985 | $4,358+14.4% | $5,602-11.0% | $4,237+17.6% |
| Admin fee / account holder | $319 | $755-57.8% | $10,323-96.9% | $593-46.3% |