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 ADVISOR7 years Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $27,231 |
DAVIS WRIGHT TREMAINE7 years Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $21,072 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,007 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,090 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,633 | $76,670-66.6% | $96,683-73.5% | $71,457-64.1% |
| Participation rate | 46.8% | 66.6%-19.7pp | 74.3%-27.5pp | 67.9%-21.1pp |
| Annual return | 14.02% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,656 | $3,031-12.4% | $3,737-28.9% | $2,588+2.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $353 | $2,028-82.6% | $6,730-94.8% | $1,587-77.8% |