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: EMPOWER RETIREMENT ADVISORY SERVICE Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $34,734 |
TPG FINANCIAL ADVISORS, LLC3 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 28 11740 SW 68TH PKWY SUITE 200 · PORTLAND, OR 97723 | Investment Management | $5,536 |
Service code 64 38515 EAST ORCHARD ROAD · GREENWOOD, CA 80111 | Recordkeeping Fees | $0 |
NORTHWEST RETIREMENT PLANS, INC.6+ years Service code 13 | Contract Administrator | $0 |
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 | $38,103 | $52,293-27.1% | $178,490-78.7% | $73,409-48.1% |
| Participation rate | 75.8% | 65.3%+10.5pp | 81.9%-6.1pp | 72.2%+3.7pp |
| Annual return | 15.68% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $948 | $1,735-45.4% | $5,011-81.1% | $2,234-57.6% |
| Participant deferral / active EE | $1,986 | $2,332-14.8% | $5,202-61.8% | $3,805-47.8% |
| Admin fee / account holder | $47 | $127-62.8% | $13,984-99.7% | $158-70.0% |