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, LLC6 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223 | Advisory (Plan) | $15,022 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,364 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,495 |
Service code 13 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013 | Contract Administrator | $5,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $47,126-31.2% | $149,673-78.3% | $74,419-56.4% |
| Participation rate | 96.8% | 63.4%+33.4pp | 78.8%+18.1pp | 70.7%+26.1pp |
| Annual return | 17.46% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,220 | $1,905-36.0% | $4,818-74.7% | $2,637-53.8% |
| Participant deferral / active EE | $3,013 | $2,728+10.5% | $5,680-47.0% | $4,528-33.5% |
| Admin fee / account holder | $70 | $343-79.5% | $13,210-99.5% | $348-79.8% |