Filed July 12, 2006 (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 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $43,782 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $35,205 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $34,250 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,403 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,185 | $88,982+2.5% | $102,438-11.0% | $77,671+17.4% |
| Participation rate | 74.4% | 80.9%-6.5pp | 76.5%-2.1pp | 70.6%+3.8pp |
| Annual return | 10.18% | 25.01%-14.8pp | 29.37%-19.2pp | 31.21%-21.0pp |
| Employer contribution / active EE | $4,336 | $2,698+60.7% | $3,024+43.4% | $2,726+59.0% |
| Participant deferral / active EE | $6,882 | $5,144+33.8% | $5,054+36.2% | $4,648+48.1% |
| Admin fee / account holder | $136 | $236-42.2% | $9,448-98.6% | $430-68.4% |