Filed November 4, 2010
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) | $45,000 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $13,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,875 | $47,898+93.9% | $117,472-20.9% | $64,808+43.3% |
| Participation rate | 97.9% | 61.9%+36.0pp | 70.6%+27.3pp | 71.5%+26.4pp |
| Annual return | -14.83% | -15.54%+0.7pp | 29.74%-44.6pp | 32.82%-47.6pp |
| Employer contribution / active EE | $3,159 | $1,774+78.1% | $4,176-24.3% | $2,506+26.1% |
| Participant deferral / active EE | $5,600 | $3,151+77.7% | $4,070+37.6% | $4,310+29.9% |
| Admin fee / account holder | $152 | $132+15.5% | $5,645-97.3% | $188-18.9% |