Filed August 27, 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 with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,443 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $21,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,556 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 13 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Contract Administrator | $3,050 |
WOODBURY FINANCIAL SERVICES4 years Service code 55 · EIN 41-0944586 5665 PLAZA DR · CYPRESS, CA 90630 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,318 | $45,602-31.3% | $117,472-73.3% | $66,914-53.2% |
| Participation rate | 74.6% | 57.6%+17.0pp | 70.6%+4.0pp | 69.8%+4.8pp |
| Annual return | -16.74% | -16.74%0pp | 29.74%-46.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,193 | $1,579-24.4% | $4,176-71.4% | $2,544-53.1% |
| Participant deferral / active EE | $3,130 | $2,845+10.0% | $4,070-23.1% | $4,237-26.1% |
| Admin fee / account holder | $152 | $661-77.1% | $5,645-97.3% | $593-74.5% |