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 | $46,193 |
DA DAVIDSON & CO9 years Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $33,968 |
Filed as: ANASTASI MOORE MARTIN PLLC Service code 10 · EIN 20-8149084 9 S. WASHINGTON ST., STE. 600 · SPOKANE, WA 99201 | Accounting | $11,500 |
RANDALL & HURLEY, INC.9 years Filed as: RANDALL AND HURLEY, INC Service code 13 1328 N WHITMAN LN · LIBERTY LAKE, WA 990197594 | Contract Administrator | $7,077 |
RANDALL & HURLEY, INC.8 years Filed as: RANDALL & HURLEY INC Service code 13 | Contract Administrator | $3,989 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,101 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,597 | $48,750-12.6% | $88,946-52.1% | $74,304-42.7% |
| Participation rate | 100.0% | 44.5%+55.5pp | 68.8%+31.2pp | 60.3%+39.7pp |
| Annual return | 14.04% | 25.91%-11.9pp | 57.82%-43.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $8,082 | $1,255+544.0% | $2,555+216.3% | $2,241+260.6% |
| Participant deferral / active EE | $3,492 | $2,423+44.1% | $4,581-23.8% | $3,767-7.3% |
| Admin fee / account holder | $322 | $3,756-91.4% | $8,261-96.1% | $2,969-89.2% |