Filed January 3, 1996 (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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $681,472 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $382,505 |
HYAS GROUP, LLC8+ years Filed as: HYAS GROUP LLC Service code 15 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Recordkeeping | $86,114 |
SIGNATUREFD LLC3 years Service code 71 · EIN 58-2323085 | Brokerage Fees | $24,606 |
FISHER INVESTMENTS3 years Service code 71 · EIN 20-2480800 | Brokerage Fees | $18,836 |
WEIL ASSOCIATES INC2 years Service code 71 · EIN 95-4459178 | Brokerage Fees | $16,474 |
IRONWOOD CAPITAL MANAGEMENT3 years Filed as: IRONWOOD WEALTH MANAGEMENT LLC Service code 71 · EIN 20-4608596 | Brokerage Fees | $14,368 |
Service code 71 · EIN 82-3052014 | Brokerage Fees | $13,044 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 71 · EIN 36-3859937 | Brokerage Fees | $12,487 |
Service code 71 · EIN 20-8307105 | Brokerage Fees | $6,765 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,380 | $130,141+106.2% | $86,677+209.6% | $77,904+244.5% |
| Participation rate | 95.1% | 85.9%+9.1pp | 76.6%+18.5pp | 73.7%+21.4pp |
| Annual return | -17.47% | -12.75%-4.7pp | 35.91%-53.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $5,254 | $3,220+63.2% | $2,836+85.2% | $2,848+84.5% |
| Participant deferral / active EE | $18,608 | $5,757+223.2% | $4,656+299.7% | $4,806+287.2% |
| Admin fee / account holder | $182 | $132+38.3% | $7,493-97.6% | $133+37.5% |