Filed December 16, 2021
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) | $50,355 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,187 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,682 | $86,897+11.3% | $151,611-36.2% | $64,808+49.2% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.5%+12.2pp | 71.5%+28.2pp |
| Annual return | -17.55% | -3.57%-14.0pp | 3.33%-20.9pp | 32.82%-50.4pp |
| Employer contribution / active EE | $6,627 | $4,010+65.3% | $6,166+7.5% | $2,506+164.4% |
| Participant deferral / active EE | $8,910 | $6,690+33.2% | $8,363+6.5% | $4,310+106.7% |
| Admin fee / account holder | $104 | $153-32.1% | $11,616-99.1% | $188-44.7% |