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 |
|---|---|---|
Service code 13 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013 | Contract Administrator | $18,245 |
TPG FINANCIAL ADVISORS, LLC7 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223 | Advisory (Plan) | $16,939 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,407 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,266 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,593 | $50,815-33.9% | $155,509-78.4% | $77,643-56.7% |
| Participation rate | 95.5% | 63.1%+32.4pp | 78.2%+17.3pp | 70.6%+24.9pp |
| Annual return | 13.58% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,024 | $1,993-48.6% | $4,672-78.1% | $2,726-62.4% |
| Participant deferral / active EE | $2,974 | $2,822+5.4% | $5,626-47.1% | $4,647-36.0% |
| Admin fee / account holder | $102 | $437-76.7% | $15,912-99.4% | $430-76.3% |