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 | $58,550 |
Service code 27 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Advisory (Plan) | $50,153 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $21,371 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $10,000 |
PENTEC PENSION MANAGEMENT GROUP INC10+ years Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $8,860 |
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 | $98,526 | $122,239-19.4% | $184,203-46.5% | $74,495+32.3% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 15.15% | 19.95%-4.8pp | 28.81%-13.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,436 | $4,537-24.3% | $6,427-46.5% | $2,623+31.0% |
| Participant deferral / active EE | $5,051 | $7,139-29.2% | $9,131-44.7% | $4,346+16.2% |
| Admin fee / account holder | $415 | $1,260-67.0% | $13,901-97.0% | $1,942-78.6% |