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 INC5 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $35,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $31,144 |
PENSION PLAN SPECIALISTS, PC5 years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $10,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,396 | $72,607+5.2% | $90,749-15.8% | $66,914+14.2% |
| Participation rate | 91.2% | 73.7%+17.5pp | 75.7%+15.5pp | 69.8%+21.4pp |
| Annual return | -15.48% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,916 | $2,369-19.1% | $2,921-34.4% | $2,544-24.7% |
| Participant deferral / active EE | $4,571 | $3,977+14.9% | $4,564+0.2% | $4,237+7.9% |
| Admin fee / account holder | $396 | $707-44.0% | $8,445-95.3% | $593-33.2% |