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 | $38,368 |
DA DAVIDSON & CO6 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $26,438 |
Filed as: ANASTASI MOORE MARTIN PLLC Service code 10 · EIN 20-8149084 9 S. WASHINGTON ST., STE. 600 · SPOKANE, WA 99201 | Accounting | $10,000 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $8,228 |
RANDALL & HURLEY, INC.5 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $2,982 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,700 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,715 | $45,863-28.7% | $77,024-57.5% | $68,494-52.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.42% | 1.72%-14.1pp | 42.32%-54.7pp | -7.84%-4.6pp |
| Employer contribution / active EE | $6,810 | $1,650+312.8% | $2,812+142.1% | $2,596+162.3% |
| Participant deferral / active EE | $2,683 | $2,962-9.4% | $4,426-39.4% | $4,027-33.4% |
| Admin fee / account holder | $360 | $3,041-88.2% | $5,425-93.4% | $5,403-93.3% |