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 |
|---|---|---|
DAVIS WRIGHT TREMAINE2 years Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $18,591 |
M GROUP INVESTMENT ADVISOR2 years Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $18,356 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,444 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $7,534 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,682 | $55,449-73.5% | $83,848-82.5% | $56,287-73.9% |
| Participation rate | 93.5% | 68.0%+25.5pp | 76.1%+17.3pp | 69.9%+23.6pp |
| Annual return | -7.37% | -1.38%-6.0pp | 850.88%-858.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $4,455 | $2,430+83.3% | $3,631+22.7% | $2,111+111.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $235 | $656-64.2% | $5,478-95.7% | $521-54.9% |