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 FINANCIAL ADVISORS LLC Service code 27 11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97723 | Advisory (Plan) | $29,314 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $14,329 |
NORTHWEST RETIREMENT PLANS, INC.4+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,161 |
NORTHWEST RETIREMENT PLANS, INC.4+ years Filed as: NORTHWEST RETIREMENT PLANS, INC Service code 13 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,720 | $37,196+20.2% | $154,107-71.0% | $55,725-19.7% |
| Participation rate | 64.1% | 64.1%0pp | 83.0%-18.9pp | 70.9%-6.8pp |
| Annual return | -3.80% | 1319.68%-1323.5pp | 735.12%-738.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,041 | $1,614-35.5% | $5,298-80.3% | $2,078-49.9% |
| Participant deferral / active EE | $2,126 | $2,068+2.8% | $5,081-58.2% | $3,356-36.6% |
| Admin fee / account holder | $74 | $102-27.3% | $13,411-99.4% | $115-35.9% |