Filed May 17, 2017 (most recent of 4 filings on file)
Total covered: 11 employees
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) | $52,374 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,074 | $60,323+299.6% | $81,812+194.7% | $74,495+223.6% |
| Participation rate | 97.8% | 62.9%+34.9pp | 72.3%+25.5pp | 67.2%+30.6pp |
| Annual return | 14.11% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $14,002 | $2,620+434.4% | $2,912+380.8% | $2,623+433.8% |
| Participant deferral / active EE | $11,096 | $3,387+227.6% | $4,319+156.9% | $4,346+155.3% |
| Admin fee / account holder | $198 | $1,486-86.7% | $7,386-97.3% | $1,942-89.8% |