Filed December 4, 2018 (most recent of 3 filings on file)
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) | $41,153 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,250 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD STE 249 · FREDERICKSBURG, VA 22401 | Contract Administrator | $7,784 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,920 | $122,239-6.0% | $184,203-37.6% | $74,495+54.3% |
| Participation rate | 96.6% | 85.5%+11.2pp | 86.8%+9.8pp | 67.2%+29.4pp |
| Annual return | 11.88% | 19.95%-8.1pp | 28.81%-16.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $7,431 | $4,537+63.8% | $6,427+15.6% | $2,623+183.3% |
| Participant deferral / active EE | $4,687 | $7,139-34.3% | $9,131-48.7% | $4,346+7.9% |
| Admin fee / account holder | $29 | $1,260-97.7% | $13,901-99.8% | $1,942-98.5% |