Filed December 1, 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) | $34,154 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,880 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,575 | $37,317-4.7% | $77,024-53.8% | $77,904-54.3% |
| Participation rate | 7.1% | 46.9%-39.7pp | 67.9%-60.8pp | 73.7%-66.5pp |
| Annual return | -15.38% | -5.88%-9.5pp | 42.32%-57.7pp | 12.21%-27.6pp |
| Employer contribution / active EE | $171 | $1,218-86.0% | $2,812-93.9% | $2,848-94.0% |
| Participant deferral / active EE | $372 | $2,564-85.5% | $4,426-91.6% | $4,806-92.3% |
| Admin fee / account holder | $186 | $126+47.9% | $5,425-96.6% | $133+40.2% |