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) | $31,394 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,223 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,721 |
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 | $66,775 | $99,078-32.6% | $96,544-30.8% | $74,419-10.3% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.0%-13.5pp | 70.7%-8.2pp |
| Annual return | 19.38% | 22.48%-3.1pp | 25.84%-6.5pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,380 | $2,570-46.3% | $2,965-53.4% | $2,637-47.7% |
| Participant deferral / active EE | $3,894 | $4,933-21.1% | $4,851-19.7% | $4,528-14.0% |
| Admin fee / account holder | $183 | $225-18.4% | $8,252-97.8% | $348-47.3% |