Filed August 7, 2007
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 55 | Other Commissions | $37,244 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,950 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $18,705 |
CALIFORNIA RETIREMENT PLANS, INC.10+ years Service code 13 590 LENNON LANE, SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $10,750 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,589 | $73,360+88.9% | $177,989-22.1% | $74,495+86.0% |
| Participation rate | 68.4% | 66.6%+1.8pp | 77.1%-8.6pp | 67.2%+1.2pp |
| Annual return | 16.27% | 17.49%-1.2pp | 294.48%-278.2pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,965 | $2,216-11.3% | $3,949-50.2% | $2,623-25.1% |
| Participant deferral / active EE | $5,982 | $4,513+32.5% | $6,276-4.7% | $4,346+37.6% |
| Admin fee / account holder | $359 | $1,808-80.2% | $10,363-96.5% | $1,942-81.5% |