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 LLC8 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $26,712 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,405 |
PEAK RETIREMENT GROUP4 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $8,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,993 | $86,944+25.4% | $107,525+1.4% | $74,304+46.7% |
| Participation rate | 94.3% | 59.6%+34.7pp | 75.1%+19.2pp | 60.3%+33.9pp |
| Annual return | 10.46% | 23.52%-13.1pp | 181.32%-170.9pp | 29.43%-19.0pp |
| Employer contribution / active EE | $5,629 | $2,757+104.2% | $3,754+50.0% | $2,241+151.2% |
| Participant deferral / active EE | $2,797 | $3,554-21.3% | $5,116-45.3% | $3,767-25.8% |
| Admin fee / account holder | $168 | $3,727-95.5% | $8,919-98.1% | $2,969-94.3% |