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 LLC3 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $18,256 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,184 |
TG BENEFITS, INC.3 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,060 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,010 | $69,362+16.8% | $101,248-20.0% | $73,488+10.2% |
| Participation rate | 90.3% | 68.4%+21.9pp | 75.8%+14.5pp | 70.7%+19.6pp |
| Annual return | 17.25% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $4,681 | $2,628+78.1% | $3,660+27.9% | $2,270+106.2% |
| Participant deferral / active EE | $2,011 | $3,300-39.1% | $4,370-54.0% | $3,740-46.2% |
| Admin fee / account holder | $71 | $704-89.9% | $5,945-98.8% | $513-86.2% |