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 INC6 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $33,860 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $26,163 |
PENSION PLAN SPECIALISTS, PC6 years Filed as: PENSION PLAN SPECIALISTS Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,327 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $1,450 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,828 | $71,516+1.8% | $98,439-26.0% | $71,457+1.9% |
| Participation rate | 93.3% | 72.7%+20.6pp | 75.2%+18.1pp | 67.9%+25.3pp |
| Annual return | 15.73% | 32.41%-16.7pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,136 | $2,399-52.6% | $3,048-62.7% | $2,588-56.1% |
| Participant deferral / active EE | $4,274 | $4,109+4.0% | $4,738-9.8% | $4,289-0.4% |
| Admin fee / account holder | $329 | $1,675-80.3% | $8,948-96.3% | $1,587-79.3% |