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 LLC5 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $22,058 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,194 |
PEAK RETIREMENT GROUP1 year Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $4,591 |
Filed as: EMPOWER ANNUITY INSURANCE 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 | $67,919 | $64,119+5.9% | $112,228-39.5% | $66,914+1.5% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.1%+23.1pp | 69.8%+28.4pp |
| Annual return | -16.21% | -13.81%-2.4pp | 27.45%-43.7pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,345 | $3,005+44.6% | $3,635+19.5% | $2,544+70.8% |
| Participant deferral / active EE | $2,563 | $3,693-30.6% | $4,728-45.8% | $4,237-39.5% |
| Admin fee / account holder | $76 | $625-87.9% | $6,410-98.8% | $593-87.2% |