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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC5 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 28 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223 | Investment Management | $14,557 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,308 | $46,292-41.0% | $143,757-81.0% | $64,808-57.9% |
| Participation rate | 96.5% | 64.2%+32.3pp | 80.3%+16.2pp | 71.5%+25.0pp |
| Annual return | -14.26% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,295 | $1,910-32.2% | $4,951-73.8% | $2,506-48.3% |
| Participant deferral / active EE | $2,809 | $2,646+6.2% | $5,637-50.2% | $4,310-34.8% |
| Admin fee / account holder | $38 | $154-75.1% | $14,673-99.7% | $188-79.6% |