Filed June 13, 2012
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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY AND INSUR Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,500 |
DA DAVIDSON & CO4 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $24,535 |
Filed as: ANASTASI MOORE & MARTIN PLLC Service code 10 9 WASHINGTON STE 600 · SPOKANE, WA 99201 | Accounting | $10,000 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $2,603 |
RANDALL & HURLEY, INC.4 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $1,350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $198 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,675 | $43,133-33.5% | $89,391-67.9% | $73,488-61.0% |
| Participation rate | 98.0% | 55.0%+43.0pp | 68.0%+30.0pp | 70.7%+27.3pp |
| Annual return | 0.31% | 135.66%-135.3pp | 245.62%-245.3pp | 28.51%-28.2pp |
| Employer contribution / active EE | $4,619 | $1,438+221.2% | $2,586+78.6% | $2,270+103.5% |
| Participant deferral / active EE | $2,318 | $2,445-5.2% | $3,890-40.4% | $3,740-38.0% |
| Admin fee / account holder | $321 | $444-27.8% | $4,881-93.4% | $513-37.5% |