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 LLC6 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $22,532 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,026 |
PEAK RETIREMENT GROUP2 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $8,896 |
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 | $99,974 | $76,670+30.4% | $96,683+3.4% | $71,457+39.9% |
| Participation rate | 90.9% | 66.6%+24.3pp | 74.3%+16.6pp | 67.9%+23.0pp |
| Annual return | 16.29% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $5,385 | $3,031+77.6% | $3,737+44.1% | $2,588+108.1% |
| Participant deferral / active EE | $2,498 | $3,771-33.8% | $4,878-48.8% | $4,289-41.8% |
| Admin fee / account holder | $143 | $2,028-93.0% | $6,730-97.9% | $1,587-91.0% |