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 |
|---|---|---|
CADARET GRANT & CO INC2 years Service code 27 1 LINCOLN CTR 5TH FL · SYRACUSE, NY 13202 | Advisory (Plan) | $47,087 |
RPA FINANCIAL LLC2 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,122 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,710 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $6,175 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $733 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,141 | $84,784-59.7% | $98,439-65.3% | $74,419-54.1% |
| Participation rate | 93.9% | 81.5%+12.3pp | 75.2%+18.7pp | 70.7%+23.1pp |
| Annual return | 16.93% | 20.59%-3.7pp | 21.16%-4.2pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,660 | $3,364-50.7% | $3,048-45.5% | $2,637-37.0% |
| Participant deferral / active EE | $3,727 | $5,218-28.6% | $4,738-21.3% | $4,528-17.7% |
| Admin fee / account holder | $56 | $204-72.5% | $8,948-99.4% | $348-83.8% |