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 |
|---|---|---|
M GROUP INVESTMENT ADVISOR6 years Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $23,822 |
DAVIS WRIGHT TREMAINE6 years Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $20,834 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $16,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,833 | $179,636-89.5% | $112,228-83.2% | - |
| Participation rate | 43.4% | 66.3%-22.9pp | 75.1%-31.7pp | - |
| Annual return | -14.83% | -16.34%+1.5pp | 27.45%-42.3pp | - |
| Employer contribution / active EE | $3,377 | $2,897+16.6% | $3,635-7.1% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,728-100.0% | - |
| Admin fee / account holder | $276 | $19,809-98.6% | $6,410-95.7% | - |