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 ADVISOR8 years Filed as: M GROUP INVESTMENT ADVISORS LLC Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $26,427 |
DAVIS WRIGHT TREMAINE8 years Filed as: DAVIS BACON PENISON PLANS, INC Service code 13 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $21,166 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,461 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $6,934 |
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.
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 | $25,800 | $80,724-68.0% | $103,333-75.0% | $74,495-65.4% |
| Participation rate | 39.4% | 65.7%-26.3pp | 74.5%-35.2pp | 67.2%-27.8pp |
| Annual return | 7.95% | 27.56%-19.6pp | 24.88%-16.9pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $3,231 | $3,157+2.3% | $3,868-16.5% | $2,623+23.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $373 | $2,368-84.2% | $8,355-95.5% | $1,942-80.8% |