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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC2 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $26,911 |
Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $21,871 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $9,467 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $499 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,034 | $66,310+28.2% | $93,606-9.2% | $65,185+30.5% |
| Participation rate | 85.1% | 74.0%+11.1pp | 75.8%+9.2pp | 70.2%+14.9pp |
| Annual return | 26.70% | 42.58%-15.9pp | 32.76%-6.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $56 | $2,012-97.2% | $2,718-98.0% | $2,177-97.4% |
| Participant deferral / active EE | $3,515 | $3,342+5.2% | $4,069-13.6% | $3,5140% |
| Admin fee / account holder | $334 | $6,897-95.2% | $7,888-95.8% | $847-60.6% |