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 INC3 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $30,186 |
Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $23,960 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $16,635 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $931 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,561 | $70,908+22.1% | $98,907-12.5% | $73,488+17.8% |
| Participation rate | 97.1% | 73.8%+23.3pp | 76.0%+21.0pp | 70.7%+26.4pp |
| Annual return | 12.09% | 34.17%-22.1pp | 196.43%-184.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $985 | $2,036-51.6% | $2,689-63.4% | $2,270-56.6% |
| Participant deferral / active EE | $3,528 | $3,500+0.8% | $4,244-16.9% | $3,740-5.7% |
| Admin fee / account holder | $337 | $535-37.0% | $6,642-94.9% | $513-34.3% |