Filed June 7, 2013
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 |
|---|---|---|
RANDALL & HURLEY, INC.11+ years Service code 17 · EIN 91-1661080 1328 N. WHITMAN LN. · LIBERTY LAKE, WA 99019 | Pension Consulting | $137,152 |
MATRIX TRUST COMPANY6 years Filed as: BROADRIDGE/MATRIX TRUST CO. Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $100,357 |
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 | $274,365 | $57,610+376.2% | $154,803+77.2% | $102,872+166.7% |
| Participation rate | 83.4% | 59.5%+24.0pp | 78.1%+5.4pp | 73.0%+10.4pp |
| Annual return | 16.61% | 30.49%-13.9pp | 58.88%-42.3pp | 19.06%-2.5pp |
| Employer contribution / active EE | $8,549 | $1,883+353.9% | $4,305+98.6% | $3,526+142.4% |
| Participant deferral / active EE | $7,188 | $2,914+146.6% | $5,540+29.7% | $5,535+29.9% |
| Admin fee / account holder | $277 | $368-24.7% | $14,329-98.1% | $292-5.2% |