Filed December 7, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $54,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,504 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,125 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 99 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Other Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,356 | $95,880+141.3% | $107,525+115.2% | $85,563+170.4% |
| Participation rate | 96.8% | 70.1%+26.6pp | 75.1%+21.7pp | 66.0%+30.8pp |
| Annual return | 19.78% | 68.06%-48.3pp | 181.32%-161.5pp | 31.51%-11.7pp |
| Employer contribution / active EE | $19,366 | $3,812+408.0% | $3,754+415.9% | $2,654+629.8% |
| Participant deferral / active EE | $10,372 | $4,201+146.9% | $5,116+102.7% | $4,375+137.1% |
| Admin fee / account holder | $244 | $1,025-76.2% | $8,919-97.3% | $834-70.8% |