Filed March 14, 1994
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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,242 |
Service code 27 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Advisory (Plan) | $36,132 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $10,000 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $7,862 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,152 | $102,553-21.8% | $151,611-47.1% | $66,914+19.8% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.5%+4.8pp | 69.8%+22.5pp |
| Annual return | 5.39% | -10.82%+16.2pp | 3.33%+2.1pp | 1.58%+3.8pp |
| Employer contribution / active EE | $3,118 | $4,180-25.4% | $6,166-49.4% | $2,544+22.6% |
| Participant deferral / active EE | $4,428 | $6,641-33.3% | $8,363-47.1% | $4,237+4.5% |
| Admin fee / account holder | $310 | $630-50.7% | $11,616-97.3% | $593-47.7% |