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) | $33,953 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,829 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,408 | $40,278-4.6% | $80,569-52.3% | $80,160-52.1% |
| Participation rate | 9.4% | 47.5%-38.1pp | 67.0%-57.6pp | 72.9%-63.5pp |
| Annual return | 16.67% | 50.86%-34.2pp | 935.43%-918.8pp | 40.38%-23.7pp |
| Employer contribution / active EE | $211 | $1,332-84.2% | $2,723-92.3% | $2,978-92.9% |
| Participant deferral / active EE | $494 | $2,696-81.7% | $4,447-88.9% | $5,017-90.2% |
| Admin fee / account holder | $190 | $210-9.5% | $5,377-96.5% | $145+31.4% |