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 LLC7 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $25,058 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,163 |
PEAK RETIREMENT GROUP3 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,966 |
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 | $94,730 | $80,724+17.4% | $103,333-8.3% | $74,495+27.2% |
| Participation rate | 99.1% | 65.7%+33.5pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 12.07% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $5,822 | $3,157+84.4% | $3,868+50.5% | $2,623+122.0% |
| Participant deferral / active EE | $2,749 | $3,860-28.8% | $5,057-45.6% | $4,346-36.7% |
| Admin fee / account holder | $128 | $2,368-94.6% | $8,355-98.5% | $1,942-93.4% |