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 | $35,449 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE AND MORAN Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $18,549 |
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 | $98,463 | $65,241+50.9% | $126,539-22.2% | $85,563+15.1% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 17.65% | 42.19%-24.5pp | 425.95%-408.3pp | 31.51%-13.9pp |
| Employer contribution / active EE | $5,779 | $1,937+198.3% | $3,674+57.3% | $2,654+117.8% |
| Participant deferral / active EE | $5,369 | $3,032+77.1% | $4,083+31.5% | $4,375+22.7% |
| Admin fee / account holder | $135 | $1,031-86.9% | $6,065-97.8% | $834-83.8% |