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 ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,173 |
DA DAVIDSON & CO8 years Service code 28 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Investment Management | $26,881 |
Filed as: ANASTASI MOORE MARTIN PLLC Service code 10 · EIN 20-8149084 9 S. WASHINGTON ST., STE. 600 · SPOKANE, WA 99201 | Accounting | $10,500 |
RANDALL & HURLEY, INC.8 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $6,199 |
RANDALL & HURLEY, INC.7 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $3,124 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,860 | $44,960-22.5% | $84,966-59.0% | $74,495-53.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 13.34% | 26.24%-12.9pp | 66.38%-53.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $5,533 | $1,457+279.7% | $2,727+102.9% | $2,623+110.9% |
| Participant deferral / active EE | $2,329 | $2,731-14.7% | $4,519-48.5% | $4,346-46.4% |
| Admin fee / account holder | $268 | $2,209-87.9% | $6,149-95.6% | $1,942-86.2% |