Filed September 13, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $390,523 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $88,677 |
Filed as: CBIZ Service code 10 · EIN 22-2769024 | Accounting | $8,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,727 | $39,973+11.9% | $79,550-43.8% | $77,904-42.6% |
| Participation rate | 63.8% | 64.6%-0.8pp | 69.5%-5.7pp | 73.7%-9.9pp |
| Annual return | -15.17% | 3.42%-18.6pp | 0.16%-15.3pp | 12.21%-27.4pp |
| Employer contribution / active EE | $524 | $1,088-51.8% | $2,413-78.3% | $2,848-81.6% |
| Participant deferral / active EE | $2,275 | $2,774-18.0% | $3,985-42.9% | $4,806-52.7% |
| Admin fee / account holder | $87 | $113-23.3% | $6,832-98.7% | $133-34.6% |