Filed June 22, 2006
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $36,879 |
Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $24,051 |
Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $12,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,882 | $58,083+28.9% | $80,019-6.4% | $56,287+33.0% |
| Participation rate | 95.5% | 73.6%+21.9pp | 75.8%+19.7pp | 69.9%+25.7pp |
| Annual return | -8.14% | 34.61%-42.7pp | 11.22%-19.4pp | -9.96%+1.8pp |
| Employer contribution / active EE | $955 | $1,932-50.6% | $2,468-61.3% | $2,111-54.7% |
| Participant deferral / active EE | $3,129 | $3,135-0.2% | $3,686-15.1% | $3,350-6.6% |
| Admin fee / account holder | $462 | $623-25.7% | $6,521-92.9% | $521-11.3% |