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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |