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 | $37,037 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE AND MORAN Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $18,096 |
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 | $88,629 | $58,778+50.8% | $129,207-31.4% | $77,643+14.1% |
| Participation rate | 95.8% | 59.2%+36.5pp | 69.6%+26.2pp | 70.6%+25.2pp |
| Annual return | 13.14% | 24.73%-11.6pp | 9417.33%-9404.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $4,957 | $1,952+153.9% | $4,153+19.4% | $2,726+81.9% |
| Participant deferral / active EE | $4,675 | $3,212+45.5% | $4,168+12.2% | $4,647+0.6% |
| Admin fee / account holder | $148 | $589-74.9% | $7,715-98.1% | $430-65.6% |