Filed December 26, 1991
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: TPG FINALCIAL ADVISORS, LLC Service code 27 11740 SW 68TH PKWY SUITE 200 · PORTALND, OR 97723 | Advisory (Plan) | $28,158 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $12,288 |
NORTHWEST RETIREMENT PLANS, INC.3+ years Service code 13 | Contract Administrator | $11,714 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,529 |
NORTHWEST RETIREMENT PLANS, INC.3+ years Filed as: NORTHWEST RETIREMENT PLANS, INC Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Contract Administrator | -$983 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,076 | $46,173-24.0% | $170,442-79.4% | $69,631-49.6% |
| Participation rate | 85.1% | 63.9%+21.2pp | 83.6%+1.5pp | 70.7%+14.4pp |
| Annual return | 14.79% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $920 | $1,610-42.8% | $5,433-83.1% | $2,032-54.7% |
| Participant deferral / active EE | $1,935 | $2,080-7.0% | $4,939-60.8% | $3,224-40.0% |
| Admin fee / account holder | $47 | $116-59.7% | $13,880-99.7% | $110-57.7% |