Filed December 28, 1992
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 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $18,147 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,971 |
TG BENEFITS, INC.1 year Service code 13 PO BOX 45828 · MADSION, WI 53744 | Contract Administrator | $1,686 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,086,805 | $55,449+3663.4% | $83,848+2388.8% | $56,287+3607.5% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | -15.28% | -1.38%-13.9pp | 850.88%-866.2pp | -9.96%-5.3pp |
| Employer contribution / active EE | $3,667 | $2,430+50.9% | $3,631+1.0% | $2,111+73.7% |
| Participant deferral / active EE | $2,172 | $2,935-26.0% | $4,082-46.8% | $3,350-35.2% |
| Admin fee / account holder | $1,495 | $656+127.9% | $5,478-72.7% | $521+187.0% |