Filed April 5, 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 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,559 |
TG BENEFITS, INC.2 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WA 53744 | Contract Administrator | $9,590 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $973 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $963 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $723 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,153 | $79,523-18.1% | $140,016-53.5% | $56,287+15.8% |
| Participation rate | 98.3% | 85.7%+12.6pp | 87.5%+10.9pp | 69.9%+28.5pp |
| Annual return | -3.54% | 2.39%-5.9pp | 651.12%-654.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,795 | $3,350-16.6% | $5,606-50.1% | $2,111+32.4% |
| Participant deferral / active EE | $4,634 | $5,129-9.6% | $6,927-33.1% | $3,350+38.3% |
| Admin fee / account holder | $49 | $614-91.9% | $10,705-99.5% | $521-90.5% |