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 |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC2 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $19,522 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,776 |
TG BENEFITS, INC.2 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $4,703 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $77,013 | $63,114+22.0% | $92,893-17.1% | $65,185+18.1% |
| Participation rate | 81.9% | 68.8%+13.1pp | 76.0%+5.9pp | 70.2%+11.7pp |
| Annual return | 17.76% | 28.75%-11.0pp | 109.41%-91.7pp | 29.38%-11.6pp |
| Employer contribution / active EE | $3,668 | $2,571+42.7% | $3,653+0.4% | $2,177+68.5% |
| Participant deferral / active EE | $2,056 | $3,108-33.8% | $4,236-51.5% | $3,514-41.5% |
| Admin fee / account holder | $54 | $624-91.4% | $5,794-99.1% | $847-93.7% |