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 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,211 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $14,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,830 | $53,345+25.3% | $121,098-44.8% | $74,419-10.2% |
| Participation rate | 99.1% | 60.0%+39.1pp | 69.5%+29.6pp | 70.7%+28.3pp |
| Annual return | 16.42% | 35.15%-18.7pp | 985.75%-969.3pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,993 | $1,898+57.7% | $4,164-28.1% | $2,637+13.5% |
| Participant deferral / active EE | $4,381 | $3,221+36.0% | $4,080+7.4% | $4,528-3.2% |
| Admin fee / account holder | $109 | $382-71.6% | $5,644-98.1% | $348-68.8% |