Filed April 22, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC3 years Service code 27 700 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $31,587 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,603 |
TG BENEFITS, INC.3 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $12,063 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,923 | $98,982-12.2% | $162,163-46.4% | $65,185+33.3% |
| Participation rate | 96.9% | 85.8%+11.1pp | 87.6%+9.3pp | 70.2%+26.7pp |
| Annual return | 19.70% | 24.84%-5.1pp | 115.59%-95.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,073 | $3,467-40.2% | $5,614-63.1% | $2,177-4.7% |
| Participant deferral / active EE | $5,827 | $5,384+8.2% | $7,298-20.2% | $3,514+65.8% |
| Admin fee / account holder | $271 | $596-54.6% | $10,843-97.5% | $847-68.0% |