Filed October 4, 2010 (most recent of 3 filings on file)
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) | $42,447 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $10,500 |
Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 5 BRYANT PARK · NEW YORK, NY 10018 | Accounting | $9,975 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $88,029 | $64,612+36.2% | $86,436+1.8% | $64,808+35.8% |
| Participation rate | 93.4% | 81.5%+12.0pp | 80.3%+13.1pp | 71.5%+22.0pp |
| Annual return | -14.34% | 0.66%-15.0pp | 4394.89%-4409.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $4,715 | $2,744+71.8% | $3,769+25.1% | $2,506+88.2% |
| Participant deferral / active EE | $8,090 | $7,497+7.9% | $6,952+16.4% | $4,310+87.7% |
| Admin fee / account holder | $110 | $169-35.0% | $6,731-98.4% | $188-41.4% |