Filed September 6, 2006
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 |
|---|---|---|
REDHAWK WEALTH ADVISORS3 years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7700 FRANCE AVENUE S · MINNEAPOLIS, MN 55435 | Advisory (Plan) | $36,604 |
HUTCHINSON AND BLOODGOOD LLP9 years Service code 10 PO BOX 518 · EL CENTRO, CA 92244 | Accounting | $30,000 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,988 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $11,320 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,724 | $100,923+223.7% | $150,045+117.8% | $74,304+339.7% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 14.84% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $11,951 | $3,463+245.1% | $4,693+154.6% | $2,241+433.2% |
| Participant deferral / active EE | $12,887 | $6,709+92.1% | $7,997+61.1% | $3,767+242.1% |
| Admin fee / account holder | $650 | $2,767-76.5% | $13,435-95.2% | $2,969-78.1% |