Filed May 2, 2019 (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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $100,176 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $93,151 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $25,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,273 | $82,202+107.1% | $125,339+35.9% | $64,808+162.7% |
| Participation rate | 90.5% | 77.9%+12.7pp | 82.4%+8.2pp | 71.5%+19.1pp |
| Annual return | -17.14% | 3.48%-20.6pp | 572.05%-589.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,678 | $3,615+1.7% | $4,814-23.6% | $2,506+46.8% |
| Participant deferral / active EE | $10,102 | $7,175+40.8% | $7,446+35.7% | $4,310+134.4% |
| Admin fee / account holder | $373 | $163+128.3% | $10,010-96.3% | $188+98.4% |