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 | $388,117 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $89,932 |
Filed as: CBIZ CPAS PC Service code 10 3101 N CENTRAL AVE # 300 · PHOENIX, AZ 85012 | Accounting | $20,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,927 |
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 | $46,993 | $40,592+15.8% | $86,188-45.5% | $103,482-54.6% |
| Participation rate | 48.2% | 58.1%-9.9pp | 69.0%-20.8pp | 73.3%-25.1pp |
| Annual return | 18.33% | 18.32%0pp | 1168.45%-1150.1pp | 33.11%-14.8pp |
| Employer contribution / active EE | $381 | $974-60.9% | $2,380-84.0% | $3,208-88.1% |
| Participant deferral / active EE | $1,658 | $2,072-20.0% | $3,985-58.4% | $5,207-68.2% |
| Admin fee / account holder | $115 | $85+36.2% | $6,852-98.3% | $114+1.0% |