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: EMPOWER ANNUITY AND INSURANCE COMPA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,150 |
DA DAVIDSON & CO7 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $23,625 |
Filed as: ANASTASI MOORE MARTIN PLLC Service code 10 · EIN 20-8149084 9 S. WASHINGTON ST., STE. 600 · SPOKANE, WA 99201 | Accounting | $19,000 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $4,822 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $2,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,630 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,795 | $41,078-20.2% | $80,569-59.3% | $71,457-54.1% |
| Participation rate | 99.0% | 50.2%+48.8pp | 67.0%+32.0pp | 67.9%+31.1pp |
| Annual return | 10.32% | 38.45%-28.1pp | 935.43%-925.1pp | 28.85%-18.5pp |
| Employer contribution / active EE | $6,061 | $1,506+302.6% | $2,723+122.5% | $2,588+134.2% |
| Participant deferral / active EE | $2,216 | $2,699-17.9% | $4,447-50.2% | $4,289-48.3% |
| Admin fee / account holder | $269 | $1,840-85.4% | $5,377-95.0% | $1,587-83.1% |