Filed November 9, 2005
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) | $56,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,764 |
RPW SOLUTIONS LLC2 years Service code 99 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Other Fees | $3,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,236 | $100,923+58.8% | $150,045+6.8% | $74,304+115.6% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.3%+9.7pp | 60.3%+31.6pp |
| Annual return | 14.28% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,372 | $3,463-31.5% | $4,693-49.5% | $2,241+5.8% |
| Participant deferral / active EE | $11,184 | $6,709+66.7% | $7,997+39.9% | $3,767+196.9% |
| Admin fee / account holder | $450 | $2,767-83.7% | $13,435-96.6% | $2,969-84.8% |