Filed July 27, 1992 (most recent of 2 filings on file)
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: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $7,242 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,089 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 8583 154TH AVE NE · REDMOND, WA 98052 | Contract Administrator | $6,684 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $6,226 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,645 | $58,726-73.4% | $92,233-83.0% | $62,292-74.9% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 12.20% | 43.62%-31.4pp | 176.28%-164.1pp | 28.90%-16.7pp |
| Employer contribution / active EE | $4,252 | $2,392+77.8% | $3,679+15.6% | $2,042+108.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $126 | $556-77.4% | $5,194-97.6% | $479-73.8% |