Filed June 1, 1995
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) | $18,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,107 | $65,435-11.2% | $86,677-33.0% | $66,914-13.2% |
| Participation rate | 94.0% | 75.5%+18.5pp | 76.6%+17.4pp | 69.8%+24.2pp |
| Annual return | -16.26% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,668 | $2,153-22.5% | $2,836-41.2% | $2,544-34.4% |
| Participant deferral / active EE | $3,940 | $4,100-3.9% | $4,656-15.4% | $4,237-7.0% |
| Admin fee / account holder | $84 | $642-86.9% | $7,493-98.9% | $593-85.8% |