Filed December 14, 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 |
|---|---|---|
OTHER1 year Service code 99 | Other Fees | $28,257 |
CADARET GRANT & CO INC1 year Service code 27 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Advisory (Plan) | $21,779 |
RPA FINANCIAL LLC1 year Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,705 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,724 | $81,908-61.3% | $90,749-65.0% | $64,808-51.0% |
| Participation rate | 93.0% | 80.5%+12.6pp | 75.7%+17.3pp | 71.5%+21.6pp |
| Annual return | -13.75% | -12.53%-1.2pp | -12.16%-1.6pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,668 | $3,065-45.6% | $2,921-42.9% | $2,506-33.4% |
| Participant deferral / active EE | $3,714 | $4,840-23.3% | $4,564-18.6% | $4,310-13.8% |
| Admin fee / account holder | $68 | $157-56.5% | $8,445-99.2% | $188-63.6% |